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How to Preserve Mission & Values Through Exit & Growth Strategies

June 29 @ 1:00 pm - 2:00 pm

- Free

There comes a point in time, when all Founders and CEOs must exit their business. One opportunity Small Giants may consider is searching for liquidity options that won’t jeopardize their company’s core purpose. The introduction of outside capital, whether a minority or majority liquidity, represents a vulnerable decision point that can have permanent effects on the mission, future, and legacy of a company. In this fishbowl discussion, Michael Welchel, Co-Founder & Managing Partner of Big Path Capital, will highlight exit and liquidity options for Small Giants, with a special focus on how to preserve mission through your company’s most important financial transactions. 

Key Takeaways:

Learn about the following exit & liquidity options with a special focus on preserving purpose & values:

  • Sell to buy & hold
  • Sell to family office
  • Private market for stock
  • Create an ESOP


June 29
1:00 pm - 2:00 pm
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