The Problem

The founding shareholders of a well-established business that operates through a corporate structure wanted to transition their holdings to the next generation of their respective families.

Our Approach

Together with their accountants, tax advisors and financial advisors, we structured and implemented a reorganization that identified appropriate successors and crystallized the value of their respective interests.

The Result

The reorganization enabled the next generation to take ownership and share in the future growth in the value of the enterprise, while protecting the value built up by the retiring founder generation.