Every business owner passionately cares how the future may impact their company and its people
Creating and running a company is demanding but determining the next chapter of ownership is an essential aspect for an orderly transition.
At Gambit, we have extensive experience managing shareholders’ aspirations, establishing exactly what all stakeholders wish to achieve from the process and fully exploring all appropriate options available.
With the requirements of the individual shareholders and the interests of both management and staff understood, we can explore goals, timelines, change of control factors, tax efficiencies and structural issues. Then we recommend a succession-focused strategic plan which will ensure a smooth transition and protect the company’s prospects and the interests of its diverse stakeholders.
Our succession planning product, STEP, includes a tailored review of shareholder aspirations and compatible options, including:
- Project management and negotiations from initial review to legal conclusion
- Refinancing options with other shareholders
- Management buy-outs, buy-ins and vendor assisted transfers
- A total or partial trade or financial buyer sale
Our succession planning model ensures that the owners’ transition aligns personal interests with the optimum exit route.
