This is about how the owners team reflects on their desires on capitalisation, exists, investment, etc.
Guiding questions:
- What is the attitude to capitalisation?
- What is the appetite for external investment?
- What is the attitude to exit events?
- Who has control of this entire vision?
Example
We are a family company and so we want certain financial returns to sustain our family. We want to control the ownership and build a healthy dividend return business.
Our future owners will be family members that work in the business, or will be leaders that excel in service of our business.
We remain open to selling the business if the future owners decide that is the best thing to do