The concessions, structures, and rules are complex and highly dependent on your eligibility and timing. Here are some of the legal considerations in Australia for employee succession.
With the right structure, internal buyouts can deliver fair value to the founder while making ownership affordable for employees. Learn about financing MBOs, ELBOs and EOTs here!
Business valuation and succession planning goes hand in hand when making your exit plan. Learn about steps you can take to improve valuation before succession.
Discover what an employee ownership trust is, how it works, and why it might be the right business succession option for you here!
The Employee-Led Buyout is attractive to founders who want to protect culture, reward loyalty & give employees a stake in the business’s future. Learn more!
Learn about the benefits and risks associated with management buyouts to build the perfect business succession plan for your business here!
Blue Harbour Capital is a specialist advisory firm helping privately owned businesses design and execute founder-friendly succession plans including management buyouts, employee transitions, and other tailored exit strategies.
Why it matters for the economy, regional communities, and the
Having a robust succession plan framework in place matters. Explore the 7 pillars of Blue Harbour’s succession planning framework and how it works in practice.
Internal succession through management buyouts, employee-led buyouts, or employee ownership trusts offers a practical way to protect continuity. Other countries have acted to support these models. Australia has not. This is now a public policy issue as much as a private business decision.
Models and principles are powerful, but they gain real meaning when grounded in lived experience. The following cases illustrate both successes and cautionary lessons. They show how internal succession plays out across different industries, structures, and jurisdictions.
The first 100 days after an MBO, ELBO, or EOT are the most vulnerable period. Employees are watching for signs of continuity. Customers and suppliers want reassurance. New owners are adjusting to responsibilities they have never carried before. A clear plan reduces uncertainty and builds confidence.
The transition from manager to owner is a mindset shift as much as a technical step. Preparing the team before and after the deal is one of the most important investments a founder can make.