| Motivation | Safeguard the financial merits of the lifetime work | Retirement |
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| Future Plans of the Entrepreneur | Wants to continue to run the business, but also to ensure financial independence. | Wants to retire completely after a defined period of transition. |
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| Stake | Forum takes majority. | Forum takes 100% or 90% (10% for successor) |
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| Critical for Success | - Consensus about strategic plans for the future.
- Ongoing motivation of the entrepreneur ("loves his business, not money or golf!")
| - Consensus about strategic plans for the future.
- Successor has to be a real entrepreneur, not an employee
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