Ownership structuring
and restructuring

Business, Family, Investment partnerships

For businesses with more than a single owner or family owned assets, especially when they are multi-generational, clients benefit from a consultant with both “people” and technical skills. Kevin Grossman has the personal skills and associates to help investment groups, closely held business ownership and family ownership groups to work through change.  The change may be in ownership, governance, day to day management or equity and debt structure.

Each of these things impacts the other and they all have to be considered in context. It’s common for investment groups over time to have members who need out or cash at different times than their partners. Likewise in family ownership, there is often a range of financial needs, situation and experience with real estate that can create tension in decision making about overall decisions. Grossman provides a neutral third party to meet with the people to understand and clarify the individual needs and concerns with which to determine alternatives.

Kevin produces financial modeling along with practical discussions about decision making processes that helps the group either realign or plan for breaking up the ownership in a way that best meets the needs of the overall group. The goal is at the end of the process to have a plan for going forward that will work best for the groups and individuals involved.

For more information on using Grossman Services for your ownership structure and governance needs, please call or email Kevin at 206.730.5567 or kevin@kevingrossman.com