Passive Shareholders: Do they work?
Before we get started, passive shareholders have a time and place in many businesses. Our experience shows us though, that that the time...
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Valuation & Succession Strategists
- Jun 12
Golden Handcuffs? Or the Incoming Equity Owner knocking on the door?
When I was in talks to buy equity, I remember distinctly being told “you have to keep knocking on the door”, it was never an offer, or a...
- Jun 5
Balancing Control - Having and Relinquishing
We often talk about the challenges to buy equity, however it’s important to acknowledge there are significant challenges for the seller –...
- May 29
Why your receptionist should own equity.
Listening to Darren Smith , the new Slipstream Group Coach has a terrific success story from the firm he has recently sold out of. In...
- May 15
Legacy. What does it mean to you?
There are two camps of business owners. Those who will exit one day often in a full sale, to the highest bidder (we’ll come back to...
- May 8
Partners Vs Equity Holders
In recent times, we’ve been involved in dozens of conversations on the different opportunities for equity holders. The once distinct line...
- May 8
Communicate. Communicate. Communicate.
In a transaction, you can’t communicate enough. This is particularly true when you are in an internal transaction, such as selling equity...
- Apr 30
Cultural Alignment - All the money in the world, and no buy-in.
I met with a potential equity holder recently, who had hundreds of theoretical questions. How much would the business pay for each...
- Apr 24
"First who, then what." - Jim Collins
In any succession plan, people are the number one consideration. This week, I spoke to a colleague who told me that they couldn’t sell...
- Apr 18
People in your Succession Plan.
We've talked about Maths and Timing in the last few weeks, now comes the hardest part of a Succession Plan - The People. Identifying a...
- Apr 11
Timing in your Succession Plan.
You can never do succession too early, but you can do it too late - Tim Lane. We often speak about the time you need to execute a...
- Apr 3
Maths in your Succession Plan.
We've talked about what Succession Planning is, now let's look at the three key inputs. Maths + Timing + People. With regard to Maths,...
- Mar 19
Your WHY of Succession
Like everything in life, knowing Why you are doing something usually makes the task easier, or in certain setting even meaningful. We...
- Mar 12
What is a Succession Plan?
We often talk about 'Succession Plans' or 'Succession Planning', but what actually is it? A succession plan is a document that details...
- Mar 5
You can never do succession too early...
We’ve seen some recent examples of businesses leading the way with introducing meaningful equity to key employees. A recent example is a...
- Feb 28
Are you a Custodian of your Business?
At a conference back in 2020, FinConnect Advisory Group's Tim Lane stated that he was a Custodian of our Business, and that he thought...
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