Webinar: Internal Ownership Transitions

This webinar will give an overview of internal ownership transitions, the process of selling shares to the next generation and, often, simultaneously buying back shares from retiring owners. The desire to bring the next generation into the ownership group can be driven by seller retirements, strategic ownership broadening (getting more employees to act like owners), or both.

The most common barrier to directly transitioning ownership to the next generation is the ability of buyers to afford stock purchases. Drawing on our extensive experience helping clients solve this exact problem, this presentation will demonstrate how this problem is solvable with the right valuation methodology, transaction structure, and education/communication. Critically, this isn't about doing so at the buyer's expense – a well-structured transition rewards sellers fairly while still leaving buyers with a meaningful path to realize value.