For many businesses, succession planning falls into an MBO category where an experienced management team purchase the business from the exiting owner.
This sounds simple enough but in practice the transaction can be even more complicated than a big corporate purchaser swooping in.
MBOs tend to be complex transactions for many reasons: commercially, financially, legally and, by no means least, psychologically and emotionally. Structuring a deal that takes into account the best interests of each party and the ongoing business can be difficult, and outsourced funding may be needed.
- End-to-end management of the process
- Transaction structuring and financing support
- Management team grooming
- Valuation advice