Interior of a large warehouse with tall storage racks holding boxes and pallets, some labeled with yellow tags with numbers, and a small stack of boxes on a pallet in the foreground.

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