Issues?

 

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?


MULTI-DISCIPLINARY EXPERTISE

Expert Areas

  • Finance Expert
  • Valuation Expert
  • Merger & Acquisition Expert
  • Relationships Expert
  • Strategic Expert
  • Trustee Expert

Around

  • 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.