Hear from Private Equity Advisors about the pros and cons of a rolled equity into a NewCo. What can happen, what should happen, and how to predict with some clarity. Also, hear from a client who benefited from a second bite at the apple and the journey they took with the Private Equity firm.
- Understand the purpose of rolled equity.
- How can rolled equity be a boon to the family in a short timeframe.
- Gain insights from a business owner who went through a rolled equity transition.
About the Presenters:
Learn from industry experts, Greg Robinson, Managing Partner, RLG Capital, John Newman, Principal, Capital Partners, and Beau Lewis, CEO, Lewis Cabinet.