We sometimes hear that owners prefer to perpetuate internally as intuitively there would be less disruption to operations and therefore important relationships (e.g., employees, distribution partners, carriers, vendors, etc.) would not change. Further, this means of ownership transfer is generally thought to have a lesser chance of adversely impacting culture. While an important topic to owners, they generally fail to make internal perpetuation a priority. Coupling this reality with the historically high valuations and other challenges, the vast majority of owners ultimately sell externally. Join George Bucur as he explores internal perpetuation and the high-level factors you should consider when determining ownership perpetuation options.
To The Point: A MarshBerry Video Series
Is an Internal Perpetuation Plan Part of Your Strategy? Part 1
June 22, 2023
George Bucur, MarshBerry Managing Director and Specialty Practice Co-Lead explores internal perpetuation and the high-level factors you should consider when determining ownership perpetuation options.
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MarshBerry continues to be the #1 sell side advisor in the industry (as ranked by S&P Global). If you’re considering selling your firm, we are the best choice to help you through the complicated process. If you don’t hire MarshBerry, hire a reputable advisor that can help you navigate one of the most important business decisions you will ever make. You will be much better off having an advisor in your corner that knows the industry than trying to do this on your own.
