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


Take money off the table without making the bank or your mother-in-law your partner

Take money off the table without making the bank or your mother-in-law your partner

January 2005

You own a successful marketing services company. You’ve carved out a profitable niche and business is booming.

But while your retirement plan calls for you to cash out, you’re confident that – as good as today is – tomorrow could be even better.

Our latest partner was in exactly that situation. So we helped him take half his chips off the table.

While his intention is to sell the business in three to five years, our purchase of 50% of the equity has proven the value of the business. The Succession Fund™ is one of the few ways for successful entrepreneurs to partially realize their gains and put them in the bank – without taking on more risk – and the bank or your mother-in-law as a partner.





Email: klar@argosypartners.com



Click here to download our information sheet in PDF

When owner-managers want some cash out

Click here to download our brochure in PDF

Argosy Partners Brochure: The Succession Fund, Bridge Fund, and Shotgun Fund