Part 4 - Exploring succession and monetisation options
After considering headwinds, tailwinds, legacy, growth, and your succession or financial aspirations—selling can sometimes be the right move.
But should it be a full or partial sale? A financial or strategic buyer? A private sell-down or IPO? An IPO versus an RTO? And how much should be taken now versus later at a potentially higher (or lower) valuation?
Each of these options can work if stakeholder interests are aligned. Yet many owners don’t realise that while one method may be right today, it could become unsuitable later—and an option that’s unworkable now may be ideal down the road.
Get alignment and timing wrong, and you risk unraveling your life’s work. Get it right, and you can achieve multiple financial, strategic, and personal goals in one move.
With markets and macro backdrops oscillating between inflationary and disinflationary booms, agility and attentiveness are key. It’s crucial to understand how specific markets—across asset classes and geographies—behave in terms of access, liquidity, and pricing, as one size never fits all, and a well-aligned strategy can be fleeting.
Calibrating strategic and timely corporate events to deliver aligned corporate development journeys is where NextLevel Corporate Advisory excels. Feel free to reach out if you’d like to discuss your circumstances over ☕🥐.
In the meantime, visit our customised corporate development journeys page here.
Mike
With decades of success across six continents, NextLevel Corporate Advisory expertly navigates the intersection of M&A, financial advisory, and business strategy—bringing you exceptional corporate development and growth solutions.
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