Internal Sales to the Younger Family Generation:
A Private Equity Perspective
with Kyle Madden

EXIT SOLUTIONS ALLIANCE WEBINAR SERIES

Internal Sales to the Younger Family Generation – a Private Equity Perspective


A successful transition of ownership to future generations ranks high among concerns of family-owned companies, yet few families understand how they can accomplish this goal, especially when the business is the “nest egg” for the older generation. Buying a business is a complex process that requires significant capital, and it’s rare that the younger generation has the financial resources and wherewithal to complete the purchase in a way that offers immediate liquidity or access to funds to the older generation. Layer in issues like active and inactive family members or properly preparing the next generation to lead before the transition occurs and the complexity grows.

In this webinar, you’ll learn how private equity groups “sponsor” the next generation to fully fund the purchase of their family business and navigate the process required to successfully complete the transaction. You’ll also learn the benefits of using private equity to accomplish an internal sale versus other transaction alternatives.

LEARNING OBJECTIVES:

  • Understand private equity and how private equity groups work with families to transition ownership from one generation to the next
  • Learn the basic mechanics of a private equity sponsored family succession transaction and its benefits
  • Identify when an owner/company is a candidate for this type of transaction
  • Compare a private equity-backed transaction to alternative options such as seller financing and ESOPs
  • Understand when and how to introduce the concept to an owner

About the Exit Solutions Alliance Webinar Series:

Exit planning fails when advisors think from a siloed perspective. But on the other hand, one single advisor cannot specialize in every component that goes into creating rapid value growth and effective exit strategy. Jack of all trades, master of none, right? That’s where the Exit Solutions Partner Network can help. Join each month for the Exit Solutions Alliance Webinar Series to learn the interworkings, techniques, and strategies from advanced specialists, experts, and providers within the exit planning ecosystem.

This year, the Exit Solutions series will feature Private Equity Growth Expert, Kyle Madden of KLH Capital, sought-after M&A Marketing Strategist, Christine Hollinden of Hollinden Marketers + Strategists, and Serial Entrepreneur & Award-Winning Author, John Warrillow of The ValueBuilder System, among many others. Don’t miss your chance to pick the brain of the experts every month (typically hosted on the second Wednesday).

Click here to meet the experts and firms endorsed in the EPI Exit Solutions Partner Network.

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KLH Capital exists as a platform to help companies and entrepreneurs reach higher levels of success and prosperity. We do this by making an equity investment in your business and partnering with you to strengthen the company’s market position and grow its value. In every partnership, management has control of day-to-day operations, meaningful equity in the business and unfettered access to us and our vast network of expert relationships accrued over our more than 30 years in business. With KLH as your partner, you also have access to the broader capital markets without personal guarantees or risk to personal assets.

Meet the Presenter


Kyle P. Madden

Kyle P. Madden

Partner at KLH Capital

Contact Kyle

Kyle Madden is a partner with KLH Capital and is primarily responsible for identifying, structuring and executing transactions, due diligence, and portfolio management. He serves on the board of directors for BMI Merchandise, Mid-State Machine and Fabricating, and Data Display Systems. Prior to joining the private equity group in 2009 as an Associate, he was involved in a variety of brokerage-related capacities within the insurance industry.

An active member of the industry, he serves on the board of directors of the M&A Source and was the 2013 chairman of the Alliance of Merger & Acquisition Advisors (AM&AA). Kyle is a native of Amherst, New Hampshire. He graduated from the University of Tampa’s John H. Sykes College of Business with a Bachelor of Science degree in Finance. He enjoys fishing, boating, snow skiing, and spending time with his wife, Christine.

Connect with the Presenter: 601 Bayshore Boulevard, Suite 850, Tampa, FL 33606  |  Website: http://www.klhcapital.com/ |  Email: kyle@klhcapital.com |  LinkedIn: Connect with Kyle Madden