Private Capital Corporation
#7 Mount Lassen Drive
Suite C 116
San Rafael, California 94903
Ph: (415) 524-8266 ext. 17
Fax: (415) 448-5298
Comprehensive Perpetuation Planning most often requires integration of corporate and estate strategies. Although we begin with thorough analysis and planning, a positive outcome also demands technical know-how and fastidious attention to detail. Every situation – corporate or personal—is different. Every situation relies on experience to build a custom plan that works.
The following actual case history best illustrates how CPP resolved critical issues for one PCC client. For other studies, you may enter your user name and password to access our exclusive Closed Case Files.
This owner was willing to relinquish control but wanted several things: a lifetime income stream; a substantial stake in the business for his son; assurance that company execs continue successful operations; ownership opportunities for career employees; prevention of political problems that could arise from broadened ownership of shares; and an equitable financial arrangement for his daughter who was not active in the company.
We helped this founder achieve his goals by recommending and implementing a tailored plan composed of several elements:
When the founder of this company passed away, CPP assured the succession of the business, the security of the family and the success of valued management and employees. Most of all, the personal loyalty of the founder’s executives and career employees became a partnership loyalty to his son.
Knowledge Summit at American College features Ralph Christie, chairman and CEO of Merrick & Co. He reviews how his company, faced with a dark future, used strategic succession planning to achieve great success.