Diversification with a Shift in Responsibilities: The shareholder remains passionate about the business, but is seeking a change in personal responsibilities to dedicate time to other interests. The shareholder wants to diversify their net worth and retain a large equity stake and control.

Asset Diversification: The shareholder remains passionate about the business and believes strongly in its future. However, the shareholder wants to diversify their net worth while continuing to lead the business, retaining control and a large ownership position.

Cash Out Inactive Shareholder: Management shareholders seek to provide inactive or retiring shareholders with liquidity while maintaining control of their Board.

Generational Transition: A senior family member seeks to achieve personal liquidity and facilitate estate planning while transitioning leadership and a meaningful economic opportunity to the next generation.