Build a Shareholder Liquidity Plan
Shareholder Liquidity Primer for Family-Owned Businesses
Decisions about when and how to provide liquidity for shareholders can have significant implications for a company’s growth, operations, and culture. Whether driven by a generational transition, or a desire for diversification, the method(s) for providing liquidity can shape a company for generations.
3 Critical Steps: Building a Shareholder Liquidity Strategy for Private Family-Owned Businesses
Learn how to build a proactive shareholder liquidity strategy for private and family-owned businesses, including liquidity event planning and capital structure considerations.
Liquidity Primer for Family-Owned and Founder-Led Businesses
Liquidity events for private companies are not limited to acquisitions or IPOs. Family- and founder-led companies face unique succession and shareholder dynamics, making long-term liquidity planning essential to protect company value and preserve a founder’s legacy.
5 Steps for CEOs and CFOs to Mitigate the Impact of Tariffs and Economic Uncertainty
During periods of economic volatility, business leaders must proactively identify and manage risks that can threaten profitability, liquidity, and long-term survival. Here are 5 proven steps to identify and evaluate business risks, assess their impact and likelihood, and develop actionable strategies to ensure financial and operational resilience.
13-Week Cash Flow Model: An Essential Tool to Navigate Economic Uncertainty
Tariffs, potential disruptions to supply chains, and the possibility of an economic recession are causing uncertainty in financial markets and Board rooms. To navigate effectively, CEOs and CFOs must ensure effective cash flow management and ample liquidity under a wide range of possible scenarios. One of the most important tools available is the 13-week cash flow model.
How Much Corporate Debt Is Right for My Company?
What is the optimal level of corporate debt for a company? If you are a CEO, CFO, Executive Board member, or corporate finance professional, you are tasked with asking and answering this question on a regular basis. Striking the right balance is challenging, but the benefits of achieving the optimal corporate debt structure can be significant.