Perspectives
Notes on ownership decisions.
Written for owners facing a decision, not for other advisers. Each piece takes a recurring question, lays out the options and ends with a first step you can take this week.
Selling a part without losing the company
Partial sale is the most misunderstood option an owner has. It is neither a half exit nor a way to have everything at once. It is a choice about who you want to own the company with, and why.
ReadSuccession when the next generation is uncertain
The hardest succession is not the one where the children say no. It is the one where nobody has asked, and everybody assumes. Clarity about what is actually on offer comes before any structure.
ReadWhat a minority partner is for
Taking in a minority owner is a decision about governance before it is a decision about money. The right partner changes how the company is run. The wrong one changes only who gets paid.
ReadPrice is a decision, not an outcome
Owners often treat valuation as something the market will reveal. It is more useful to treat it as a decision: what the company is worth to you, under what terms, and at which point you walk away.
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