Address the often competing needs of multiple generations while leaving the business in the hands of good stewards.
The sale of a family business is often highly emotional. It is also an excellent opportunity to address the often competing needs of multiple generations.
We work to understand the dynamics of each family business, the specific needs of the family and then to develop a transaction that will accomplish their goals. While each situation is unique, there are recurring themes that arise in family business transactions including retained family ownership, on-going employment for family members, family legacy in the community, and distribution of proceeds among active and inactive family members, among others.
Over the past 20 years, we have helped 2nd generation to 6th generation family businesses accomplish their goals through a sale of the family business. Read more about one family business success story.
Investing is a
Patient, collaborative investors, experts at growing small businesses.
What to Expect
When Selling Your Business
A step-by-step guide on what to expect when selling your business.