Holding company of automotive, IT, and construction subsidiaries with several owners seeking liquidity

3rd generation family enterprise with tens of shareholders

Design a comprehensive buy-sell agreement that allows shareholders wishing to exit to do so in an orderly manner and for fair value
Facilitate shareholder involvement in crafting key terms, objectives, and triggering events
Develop a financial model to stress test how the buy-sell agreement will affect the company under various performance scenarios
Coordinate with the company’s non-family management team to ensure the buy-sell framework supports long-term governance, succession, and strategic business priorities

Achieved consensus among a diverse shareholder group on buy-sell terms, including valuation methodology and triggering events
Provided financial modeling that enabled the family and management to assess the impact on business growth potential, capital structure, and future cash flows
Enhanced succession readiness by clarifying exit pathways and reducing the likelihood for future disputes among owners