The Succession Fund: private equity financing for succession transactions, management buyouts, and shareholders looking for partial liquidity or wanting to “take chips off the table


Friends of the Succession Fund

Our Friends and Strategic Partners include:

Esop Builders Inc.

ESOP Builders Inc. is the comprehensive, single resource in Canada for middle market business owners to successfully implement Employee Share Ownership Plans (ESOPs) and Exit Strategies. ESOP Builders, located in Thornhill, Ont., near Toronto, has built a national network of partners who are leaders in succession and valuation planning in Vancouver, B.C.; Winnipeg, Manitoba; Edmonton, Alberta; Montreal, Quebec and Thunder Bay, Ont. The company also has a strong team of strategic partners cutting across a broad financial spectrum. ESOP Builders Inc. president Perry Phillips has more than 20 years of experience with issues such as business and ESOP valuations, corporate reorganizations, mergers, and acquisitions. Phillips is skilled in ESOP design and implementation and has designed ESOPs across a wide range of industries including union and non-union shops.

For more information on Canadian-based ESOP Builders Inc. visit the web site: www.esopbuilders.com.