Succession Planning & Ownership Transitions

For most business owners, a significant portion of personal net worth is tied to their company. Thoughtful succession and liquidity planning—regardless of age or stage—is essential to protecting that value and achieving long-term financial and legacy objectives.

A well-designed ownership transition strategy allows an owner to monetize a portion or all of their investment while aligning personal goals with the future of the business. Whether driven by diversification, retirement, estate planning, or new investment opportunities, successful outcomes require early planning and disciplined execution.

Promontory Strategy Group advises owners on a broad range of liquidity and transition alternatives, including full or partial sales to strategic or private equity buyers, management buyouts, ESOPs, and structured recapitalizations. We work closely with ownership and management teams to evaluate options, refine objectives, and design a process tailored to each situation.

We serve as the lead advisor throughout the engagement—coordinating legal, tax, and financial advisors; managing a confidential, disciplined process; and engaging both strategic and financial counterparties. Our role allows owners and management teams to remain focused on operating the business while we manage complexity and execute a successful outcome.

Promontory Strategy Group brings institutional-quality execution and independent advice to one of the most important decisions a business owner will ever make. Our experience advising privately held and family-owned businesses across sales, recapitalizations, MBOs, and ESOPs allows us to balance value maximization with legacy, continuity, and control considerations. By integrating transaction expertise, capital markets insight, and an owner-first perspective, we deliver thoughtful, disciplined outcomes that support both near-term liquidity goals and long-term stewardship of the business.