Our Approach: Our team assists clients in developing and implementing strategic ownership initiatives that are crucial for successful ownership management. We approach each client individually, offering tailored recommendations based on our extensive experience working with family firms.
Our Services Include:
- Ownership Strategy Development: Crafting clear strategies that ensure the long-term sustainability and success of family ownership.
- Creating Integrated, Long-Term Ownership Plans: Developing comprehensive plans that cover all aspects of ownership and ensure their sustainability over the long term.
- Defining Roles and Responsibilities of Owners: Helping define owners’ roles and supporting them in developing the capabilities to successfully fulfill these roles.
- Designing and Facilitating Ownership Governance Forums: Organizing and facilitating forums such as Shareholder Councils and Annual Shareholder Meetings to ensure effective communication and decision-making.
- Developing and Enhancing Owner Agreements and Ownership Policies: Working on improving existing or developing new owner agreements and ownership policies to ensure fairness and clarity in ownership management.
- Dividend Policy Design: Assisting in creating dividend policies that balance owners’ needs and the long-term growth of the business.
- Developing Criteria for Board Member Selection: Helping define criteria for selecting board members, as well as their recruitment and compensation.
- Analysis and Recommendation of Ownership Structures and Models: Providing analysis and recommendations to optimize ownership structures and models that support the long-term success of the business.
- Designing and Implementing Ownership Transfer Strategies: Developing strategies for smooth ownership transitions between generations or other interested parties.
- Facilitating Shareholder Buyouts: Assisting in the shareholder buyout process, including analyzing liquidity options and recommending the most efficient approach.
- Owner Education, Preparation, and Development: Providing support to owners in the form of education, preparation, and development to be ready for their roles and responsibilities.
Expected Outcomes of Our Services:
- Clearly Defined Ownership Strategies: Helping businesses set and achieve clear ownership goals through strategies aligned with their values.
- Efficient Ownership Governance Structure: Organizing and maintaining effective decision-making forums that support ownership interests.
- Smooth Ownership Transitions: Ensuring smooth and successful ownership transitions through carefully planned strategies.
- Timely and Fair Shareholder Agreements: Assisting in the drafting and improvement of agreements that ensure fairness and clarity in ownership relations.
- Optimal Dividend Policies: Helping businesses establish dividend policies that meet owners’ needs and support the long-term development of the enterprise.
- Educated and Prepared Owners: Working on the education and preparation of owners to be ready for their roles and responsibilities in the business.