Ownership Transitions

At some stage, every private company is faced with the issue of ownership transition. However, this inevitable event is often mishandled or postponed because of the lack of an effective management succession plan or due to uncertainty regarding tax implications and changeover funding requirements.

Our Tactics

At State Equity, our Exit Strategy Review offers a carefully considered evaluation of the best exit options available to shareholders, including refinancing, shareholder replacement capital, management buy outs or buy ins, a total or partial trade sale, private equity investment or public listing.

We evaluate relevant micro-environmental factors comprising the strengths, weaknesses, opportunities and threats of each exit strategy, whilst taking into consideration key macro-environmental factors such as political, economic, social, legal and technological issues. We then integrate this data with the personal needs and aspirations of the current owners to provide our Clients with the most effective and rewarding transition strategy.

Client Benefits

We work with existing shareholders to plan the entire process of ownership transition, with particular attention to the unique interpersonal dynamics and shared wealth structures inherent in family and private businesses. This provides our Clients with the knowledge and clarity required to embark upon the transition process with confidence.

 

View our guide to
Ownership Transitions