Case Studies

Family transitions when there are children both inside and outside the business.

A family-owned, inventory-based business has an older owner who wants to step back. He is hoping to transition ownership soon, but first needs to update the company’s systems and processes.

The third-generation owners of a family-owned LBM dealer are looking to transition ownership within the next 2-3 years. However, there are no younger family members interested in taking over.

An owner looking to sell came to us with the hopes of doing an internal transfer to existing employees. Once the owner saw the valuation and profit potential, things changed.

A long-time owner wanted to create a path to the next generation of leadership. He was concerned that economic uncertainty could impact the business’s value.

An owner nearing retirement is looking to transfer the business. Since the owner runs much of the day-to-day operations, he realizes that he will need help.

The owner of a manufacturing business is looking to transfer the business to his two children who work for the company, in differing capacities.

The owner of a manufacturing business plans to transition ownership to key managers. His sister, an employment lawyer, wants to help but isn’t necessarily the best fit.

Founders vs. Employees – Building Trust and Crafting a Succession Plan

After 35 years of successful partnership, one owner’s health began to deteriorate, raising concerns about the future of the business. The owners and key employees were unsure how to proceed.