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Private Businesses to Family Offices
WHAT IS THE QUESTION
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The Reality Is
Loss Aversion
Improvements
Carl’s Business Function
Slow-er Growth?
A business with $12million and $49million in sales
A business with 50 milllion to $499 million of sales
A business above $500 million to $3 billion in sales (private businesses)
Robin’s Human Capital & Trust Function
Solutions for the Human Capital Involved -Robin
Shaping Strategic Thinking -Robin
Does the company board hinder or facilitate purpose? -Robin
Values Based Governance -Robin
A Family Office is the Next Business
Intra-Family Wealth Transfers of the Business -Robin
Business Stock in Trusts -Robin
Single Family Offices Holding Businesses; original & as investments
Protecting Generational Wealth
Value Services
Brainstorming Sessions
Engineering Higher Results For Scaling Company Size -Carl
Business Risk Management-Carl
Hidden Risks in Your Business
Preparing for a Business Transaction- Carl & Robin
A Business Transaction
18 Transition Preparation, Alignment & Strategy Support -Robin
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