SITUATION
Next-gen transition planning for regional fuel and convenience store business
Ownership ProfilE
First-gen owned with the second-gen actively involved in operations
Bemrose’s Assignment
Evaluate strategic liquidity options for the Gen1 owner, which could include a sale to a third-party, intra-family transfer, or status quo with increased distributions
Analyze the desirability of each option, covering liquidity outcomes, ownership implications, and legacy impact
Facilitate discussion between Gen1 and Gen2 to clarify financial goals, succession preferences, and timing
Client Success
Delivered comparative assessment of liquidity pathways, enabling Gen1 to make an informed decision
Designed a phased intra-family sale supported by a seller note allowing a Gen2 ownership transition
Kept the business in the family, preserved business continuity, and avoided pressures and disruptions inherent in external sale processes
Strengthened financial security for both generations, supporting long-term planning , liquidity needs, and family harmony