Succession & Exit
Ownership transitions, buy-sell arrangements, leadership handoffs and business sales for owners planning the next stage of a company they built.
Every owner eventually leaves the business, whether through a sale, a transfer to family or management, or an unplanned event. The owners with the most options are those who prepare years ahead, while they still control the timing.
We help owners plan and carry out transitions that protect what they have built, for themselves, their families and the people who work there.
What we handle
- Succession planning for family and owner-led businesses
- Buy-sell agreements and how they are funded
- Management buyouts and transfers to partners
- Sale-readiness reviews and clean-up of legacy documents
- Sales to strategic buyers and private equity
- Rollover equity and post-sale arrangements
How we work
We start with what the owner wants: a full exit, a gradual handoff, continued involvement or a second bite after a partial sale. Then we work back to the structure, documents and timing that support it, in coordination with the owner’s tax and wealth advisers.
Filed under
Related experience
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Represented The 86 Company, owner of Fords Gin, in its $22 million sale to Brown-Forman Corporation in 2019.
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Represented a consumer-brand founder in private-capital matters, a proposed majority-sale negotiation and subsequent restructuring-related advice
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Manufacturers of a high-profile brand fan in a $500M deal with a private equity firm. The fan manufacturer is the leading manufacturer of high-volume, low-speed industrial fans, lights, and control systems. With approximately 500 patents and patent applications worldwide, as well as hundreds of trademarks, the company places an emphasis on energy efficiency for industrial, commercial and residential use.The fan manufacturer is the leading manufacturer of high-volume, low-speed industrial fans, lights, and control systems. With approximately 500 patents and patent applications worldwide, as well as hundreds of trademarks, the company places an emphasis on energy efficiency for industrial, commercial and residential use.
Prior results do not guarantee a similar outcome. Representative matters may include work performed at prior law firms.