We work with the owner to purchase the business while meeting the owner’s liquidity, diversification and tax objectives. If possible, we would encourage the owner to be an investor in the business going forward and request his/her involvement in the transition period after purchase.

In cases of ownership dispersions, continuing to run the business can be extremely difficult with the diverging personal interests of distant shareholders. We will either purchase the business from the family or partner with certain family members to buy out all others. Our family succession transaction provides liquidity for departing shareholders and ensures continuity in operational control for family members remaining in managerial positions.

LV2 Equity Partners will partner with existing management to lead an acquisition of a business. We can provide the owners with partial or complete liquidity and LV2 will support the management team with capital, vision and management skills.