Kevin is a successful entrepreneur with a business worth $400 million. He always envisioned passing the business down to his children, however, neither his children nor other family members showed any interest in taking over.
Kevin was concerned that he would lose the business he founded. After our in-depth discussions with him, we suggested a multi-step equity transfer plan, allowing Kevin’s most capable and experienced management team and employees to purchase company shares in installments with minimal capital investment. Kevin can withdraw capital through this equity transfer and make a profit over time. Simultaneously, Kevin’s family and children can rest assured knowing they will be receiving what they deserve in the future.
The end result is that the business that was created by Kevin continues to be operated and developed by his most trusted employees, and Kevin and his family have also realized profits from it. A real win-win situation!
