Aligning Shareholder Interests to Mitigate Predictable Conflicts
Direction of company and liquidity timing are the most common shareholder conflicts.
Strategy & Management: Owners & Shareholders
To Roll or Not to Roll
Understand the economics and risk on reinvestment in the newly-capitalized company
Every Company Needs a Growth Story
It’s not about getting bigger, but getting better.
Using the Capital Structure to Solve Business Problems
There is an alternative to selling the business
Professionalizing the Family Business
Establish a culture for data-driven, repeatable processes.
Separating the Investment From the Job
Planning for a future sale adds value to the business.
Understanding the Drivers of Return
Taking the strategic long-term approach implies less reliance on transaction prices.
Transaction Bonuses for Executives
The amounts, timing, and forms of arrangement are all issues that must be decided and customized to each situation.
Staying Smart About Growth
It would be reasonable for today’s middlemarket business owner to believe that the sole avenue for creating value is through growth.
Understanding How to Mitigate Disruption Risk
Most of the business owners we know are intimately involved in the day-to-day operations of their businesses. Each makes operational and financial decisions that impact the future success of the business.