Holding company of diverse subsidiaries exploring liquidity options

Third-generation family enterprise

Design a buy-sell agreement that allows shareholders to exit in an orderly manner at fair value
Solicit shareholder input to shape key terms, objectives, and triggering events
Develop a financial model to stress test the agreement’s impact on the company across multiple scenarios
Coordinate with the company’s non-family management team to ensure the buy-sell agreement 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