Navigating Equity Ownership Options for the Next Generation-Slide handout - Navigating Equity Ownership Options for the Next Generation

Slide handout - Navigating Equity Ownership Options for the Next Generation

Pdf Summary

This document discusses a range of topics related to navigating equity ownership options for the next generation. It provides key takeaways on exit options for founders, thinking about becoming an owner, positioning yourself for ownership, and how internal succession works.<br /><br />For founders looking to exit, the document explores both external options such as mergers and acquisitions and internal options like succession planning. It highlights factors to consider in the M&A environment, including who is buying, fit as a key consideration, transaction timeline, and current market conditions. Regarding internal succession, it delves into motivation, timeframe, pricing, and mechanics.<br /><br />For those considering becoming an owner, the document encourages consideration of what it means to be an owner and whether it is a good fit. It also raises the question of why one wants to be an owner.<br /><br />To position oneself for ownership, the document recommends making a substantial contribution, assuming operational leadership, and focusing on growth.<br /><br />The importance of preparing and approaching conversations with those in earlier generations (G1) is emphasized. It suggests understanding their perspective and crafting a value proposition.<br /><br />In terms of how internal succession works, the document identifies four key areas to consider: timing, tranches, financing, and governance. It also mentions succession tranche as a topic to explore further.<br /><br />For more information or resources, readers are encouraged to contact Mallory Boutin at mallory.boutin@fptransitions.com.

Keywords

equity ownership options

exit options for founders

internal succession

mergers and acquisitions

succession planning

becoming an owner

positioning for ownership

preparing conversations

succession tranches

Mallory Boutin