Succession Planning Blog

This contributed article from Mahoneys, authored by partner Rhys Williamson, covers the legal foundations for employee led succession. It touches on issues such as contracts, intellectual property, regulatory approvals, documentation and governance when ownership changes hands, and offers a practical checklist for founders considering ELBOs, EOTs and related structures.

Giles’ piece explains how the Valloop and Guy Carpenter structure transforms institutional balance sheets into capacity for employee led buyouts in SMEs with 10 to 250 staff and turnover between 2 and 50 million pounds. He explores why banks and traditional lenders often struggle to fund internal buyouts without heavy personal security, and how surety backed structures can give founders vendor certainty while allowing employees or management to acquire without risking their homes.

This contributed piece is authored by Ben Lightfoot, an experienced CEO and business coach. It explores the importance of coaching for both founders and management teams when planning succession and navigating an employee led buyout. The article also acknowledges how Blue Harbour collaborates closely with independent business coaches while remaining focused on advisory and post transaction support rather than providing coaching as a direct in house service.