2 businesspeople in a canoe, one thinking 'I wish she'd row harder', and the other thinking 'I wish he'd row in the right direction' 2 businesspeople in a canoe, one thinking 'I wish she'd row harder', and the other thinking 'I wish he'd row in the right direction'

Welcome to
The Succession Fund

A Private Equity Investment Fund which partners with Small and Medium-Sized Business Owners

Provides Liquidity for Shareholders in private Owner-Managed Businesses


The Succession Fund will invest in closely held small and medium-sized businesses by purchasing shares from shareholders that want to take “Chips off the Table”TM.

Provides Liquidity for Shareholders in private Owner-Managed Businesses

1

Are your current shareholders helping you create value in your business?

Comic of businessman kicking other business people

We’ve participated in failed auctions.

We’ve bought out legacy shareholders and worked with owner-managers to build, grow and sell businesses.

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2 businesspeople in a canoe, one thinking 'I wish she'd row harder', and the other thinking 'I wish he'd row in the right direction'

We’ve had plenty of experience with shareholders.

We’ll buy your partners’ shares and work with you to build the value of your business. We’ve done it many times.

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Businessmen climbing through a maze to find the best business strategy

As new partners,

we will help you refine your strategy, build your team and grow your business.

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Comic of businessman close to finish line saying 'Maybe I should have partnered with The Succession Fund'

Selling a business is a process, not an event.

There are a variety of steps that must be taken to sell a business. As an experienced private equity firm, we’ve done it many times.

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Comic of businessman parachuting with large 100 dollar bill

“The Succession Fund was actively involved in working with management to develop and support the strategic plan. The sale process crystalized meaningful returns for all of the stakeholders of Insception.”

-Richard Lockie, CEO of Insception Lifebank up until the time of the sale

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Ready to talk?

If you want a proven partner to help you build and sell your business, we want to hear from you!