THE QUESTIONS OFTEN NOT ASKED OR ANSWERED.
- Are Founder’s wants and needs understood and addressed?
- Is Founder emotionally prepared to transition their company to an outsider buyer, a management team or to family members?
- Does Founder have a need to grow to a certain level in a specific time frame?
- Does Founder & family understand the important differences of a legacy versus a liquidity event?
- When business assets are held in trust what do you do to assure benefactor intent?
- How will Founder & family get from here, Business Success to there, Family Significance?
- If Founder or family has a $100 million issue, how will you find the solution?
- Financial Expert
- Valuation Expert
- Merger & Acquisition Expert
- Strategic Expert
- Trustee Expert
- Company Growth and Preservation of Returns
- Risk Management
- Human Capital Resolutions
- Unplanned Transitions
We can assist you at Privatus CI3O to answer these and moreover to have the outcome you expect.