Single Family Offices Holding Businesses; original & as investments

For business families in a family office with an original business of at least $100 million in annual sales and/or private equity or direct investments, each, of $50 million in annual sales and higher we identify the key value drivers and risks that either enhance or impede growth of equity returns, profits and value.

Its not commonly known that when a business begins to under perform on returns it possible to turn this around and restore growth of returns, profits and value.

If you had or contemplate a liquidity event

In hindsight you now realize the net amount of capital received is too low, talk with us about how we can customize a “Business  Replacement Portfolio” of operating companies held with an overarching CEO so that in about 2 years its worth 2x the value of the equity sold earlier as a result of higher profits.

Founder gets more time with family with as much passive income, as when s/he worked 60 hours per week.

Over time these are dynamic assets for which risk does not appear on any balance of a business asset.   Equity value and returns rise as risks are identified, measured, mitigated or managed.   If you hold under performing assets for which you would appreciate a “second” opinion let us know.