The Unique Perspectives of Investors and Company Leaders in a Liquidity Event


Many liquidity events involving founder-owned companies face the same underlying challenge: The business owner and outside investors often have diverging perspectives on everything from debt to reliance on third-party advisors to how they think about the future. Bridging this divergence is crucial in finding the right partner and maximizing the value of the sale or investment. Based on extensive experience working with founder-owned companies, we’ve outlined what drives the differences.

Advisor Thinking