Skip to navigationSkip to content

Define an intervention strategy to promote business succession as a driver for growth, entrepreneurial advancement, and retention of corporate headquarters

Case study
Finance & Professional Services

Define a strategy to promote

business succession as a

driver for growth and

entrepreneurial advancement

Client

Institutional Investor Focused on Economic Development

The Big Question

Generating Engagement

How to convince and garner adoption around your projects

Learn more

The Actions

  • Analysis of a contextual situation marked by increasing acquisition rates and risks affecting business succession, local ownership, and commercial sustainability
  • Mapping of existing internal/external initiatives that benefit sellers, buyers, investors, and partners
  • Clarification of the investor’s purpose in a fragmented and still chaotic market
  • Determination of intervention levers that can reinforce capital, business buyer/seller support, and the proactive search for business succession opportunities
  • Development an actionable strategy to align internal and external stakeholders around a clear business positioning

The Result

A forward-looking approach that positions the investor as a key player in business succession, with concrete strategies to identify opportunities, support buyers, and preserve the economic worth of businesses undergoing transition.