Considering a phased retirement, he wants to spend less time on operations and more on the financial structuring of the business. Given my client’s life plan and workload, we plan to bring in a new shareholder who will gradually take control and enable my client to monetize his assets. I help him identify players and safeguard his interests in the ongoing negotiation. The key point is to clearly identify my client’s project, in order to step back from negotiation details, and remain focused on his objectives.
