Your clients are facing one of the most consequential decisions of their professional lives: what happens to their company when they step back?

More and more entrepreneurs are looking beyond the two traditional paths — family succession and external sale — for a solution that preserves what they've built. Steward-ownership is emerging as a credible third way: a structured ownership model that keeps a company independent, mission-driven, and resilient, without requiring a family heir or a trade sale.

As an M&A, family business, or SME advisor, you are often the first person an entrepreneur turns to at this crossroads. This workshop gives you the tools to introduce and facilitate steward-ownership as a serious option — and to guide clients through it with confidence.

You'll leave with a clear understanding of how the model works legally and financially, where it fits in a succession or transaction context, and how to assess whether it's the right match for a given client situation.

For whom: M&A, family business, and SME advisors or other facilitators who want to expand their toolkit and better serve clients navigating ownership transition.

October 1 14:00 – 17:00 (location to be confirmed)
> workshop will be in English
> It’s entirely free, but spots are limited