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A Closer Look at Internal Equity Transition
Manage episode 456401014 series 3316355
Contenido proporcionado por Chas Burkhart. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Chas Burkhart o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
In this year-end episode of the Rosemont Roundtable podcast, Rosemont leaders Chas Burkhart and Brad Mook tackle a topic essential to the success of all firms in the investment industry ecosystem. With decades of experience, Chas and Brad offer broad-based thinking and practical approaches to managing internal ownership changes while safeguarding a firm's long-term health.
Key points in their discussion:
- Why building adaptable equity programs is essential for preparing future leaders and maintaining organizational stability.
- How firms have adjusted their approaches to ownership over time, balancing employee ownership with external capital opportunities.
- Specific metrics and examples of firms that have successfully transitioned employee ownership over decades.
- Practical methods for aligning leadership, addressing disparate market valuations, and creating equity programs which align with strategy goals.
Internal equity transition isn’t just about operational logistics—it represents a firm's commitment to continuity, leadership and its culture. This episode shows how firms can handle these transitions to create multi-generational legacy through smart planning and clear direction.
All episodes of the Rosemont Roundtable podcast are available on Apple Podcasts, Spotify and more. Receive the episodes as soon as they premiere by subscribing today.
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