Exit Planning · Pathway 02
The Staged Buyout is designed for owners who want liquidity now, without selling everything at today's value. Tradewise acquires a minority stake — typically 30–49% — at the current agreed valuation, providing an immediate cash event while the owner retains control and continues to receive income.
Over an agreed period — typically 2–4 years — Tradewise drives growth and value improvement. At the agreed trigger point, Tradewise acquires the remaining equity using a pre-agreed formula. You get a first payout at today's value and a second, larger payout when the business is worth significantly more.
Best for: Owners who want immediate partial liquidity but believe in the future value of their business and want to share in the upside.
How It's Structured
Four key features that define the Staged Buyout model.
A cash payment for the acquired equity stake at completion of the agreement — no waiting years for a buyer.
The owner remains in the business as majority shareholder and continues to draw income throughout the partnership.
The second payout is based on the grown valuation — you share directly in the value Tradewise creates.
The second buyout price is calculated using a formula agreed at the outset — no renegotiation, no surprises.
The Process
Every term is agreed upfront. No renegotiation under pressure.
We assess your business and agree on the current valuation — the basis for the first payout.
Tradewise acquires a minority stake (typically 30–49%) at the agreed valuation. Legal documentation is prepared by independent solicitors.
You receive cash for the acquired stake. The owner retains majority control and continues to run the business.
Our team integrates into your business and drives measurable improvements across every value driver over the agreed period.
At the agreed milestone — typically 2–4 years — Tradewise acquires the remaining equity using the pre-agreed formula.
You receive a second, larger payout based on the grown valuation. Two paydays. One business. Maximum outcome.
