Succession Planning in Private Equity : Strategic, managerial, legal and tax guidance for leadership transitions

Does your firm have a succession plan in place?

Succession planning is not only about finding a replacement for a soon-to-be-retiring CEO or departing executive. A thoughtful succession plan sets out to actively retain and develop the next generation of talented employees, ultimately ensuring the longevity of the firm and protecting investor capital.

Edited by Aaron Sanandres of PwC, Succession Planning in Private Equity provides strategic and practical guidance for private equity founders and their organisations in planning and managing for a change in leadership. This guide offers a collection of insights and perspectives from various experts on how firms can think about succession planning, design an effective programme and implement an actionable process.

This publication will help you to:

•Equip yourself with the tools to create a succession planning strategy and implement it

•Learn how to develop and prepare the next generation for leadership roles

•Familiarise yourself with the legal principles and regulations that influence succession planning

•Optimally structure your tax plans to minimise the burden on continuing partners

•Understand how LPs think about a GP’s succession plan and prepare for the questions they may ask when conducting due diligence on your fund

Who should read this guide?

•Chief executive officers

•Managing partners

•Partners

•Chief operating officers

•Chief human resource officers

•Advisers

Does your firm have a succession plan in place?

Succession planning is not only about finding a replacement for a soon-to-be-retiring CEO or departing executive. A thoughtful succession plan sets out to actively retain and develop the next generation of talented employees, ultimately ensuring the longevity of the firm and protecting investor capital.

Edited by Aaron Sanandres of PwC, Succession Planning in Private Equity provides strategic and practical guidance for private equity founders and their organisations in planning and managing for a change in leadership. This guide offers a collection of insights and perspectives from various experts on how firms can think about succession planning, design an effective programme and implement an actionable process.

This publication will help you to:

•Equip yourself with the tools to create a succession planning strategy and implement it

•Learn how to develop and prepare the next generation for leadership roles

•Familiarise yourself with the legal principles and regulations that influence succession planning

•Optimally structure your tax plans to minimise the burden on continuing partners

•Understand how LPs think about a GP’s succession plan and prepare for the questions they may ask when conducting due diligence on your fund

Who should read this guide?

•Chief executive officers

•Managing partners

•Partners

•Chief operating officers

•Chief human resource officers

•Advisers