A business above $500 million to $3 billion in sales (private businesses)

In addition to identifying the key values drivers and risks and the intangibles of governance, relationships and knowledge, the interviews and intakes are detailed around shaping culture, family purpose  or vision for integrated business strategy.  Many more staff and advisers, including  trustees and managing members of partnerships are crucial.

    • Hold strategic year end & quarterly meetings with family, key staff and advisers to integrate and align the vision for next year.
    • Resolve Complex Business & Family Office Issues such as leadership changes, transitions, company differentiation & more
    • Address the issue of Family desire for Significance.  This  is shaping the world and lives of and around the family.

The higher potential is for a merger or acquisition and the importance of preparing the business and human capital and family culture for this integration.  Identify and resolve for potential unplanned transition events.

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