))
A Closer Look at Internal Equity Transition
Manage episode 456401014 series 3316355
Content provided by Chas Burkhart. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Chas Burkhart or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.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.
42 episodes
Share
