The founder wants to step back, but no one has agreed who leads next.
A succession and leadership transition plan the family agrees on.
Family Business AdvisorySituations we help with
Every family business has its own story. These are the situations we hear most.
Find the one that sounds like yours. If none of them quite fits, talk to us anyway.
The family and succession
The next generation is joining the business.
Entry criteria, roles and development paths, agreed before they start.
Family Business AdvisoryA successor has taken over, but still leads in the founder’s shadow.
Coaching to lead in their own right, with the family’s confidence.
Performance AccelerationSiblings or cousins disagree about the direction of the business.
Facilitated conversations that move the family to a shared direction.
Family Business AdvisoryThe family doesn’t meet, or meetings go nowhere.
A regular family meeting with an agenda, decisions and follow-up.
Family Business AdvisoryImportant things go unsaid between family members.
Safe, structured conversations, one-to-one and together.
Family Business AdvisoryThe next generation needs training before they take responsibility.
A development path: education, mentoring and real responsibility in stages.
Family Business AdvisoryFamily members work in the business without clear roles or rules.
Clear roles, criteria and pay principles for family employees.
Family Business AdvisoryShareholders outside the business want more information, more dividends, or an exit.
Shareholder communication, dividend policy and exit mechanisms.
Family Business AdvisoryEverything still depends on the founder.
Delegation, decision rights and a second line of leadership.
Family Business AdvisoryThe leadership team isn’t pulling in the same direction.
Working sessions on alignment, accountability and execution.
Performance AccelerationThe founder carries every decision alone, and it is wearing on them and the business.
One-to-one coaching for the person leading the business.
Performance AccelerationThe family has grown, but the rules haven’t.
A family charter that sets the rules before they are needed.
Family Business AdvisoryWe want to secure the family’s future for the long term, but don’t know where to start.
A Diagnostic and a clear, prioritised roadmap.
The Family Business DiagnosticOwnership, legal and tax structure
Our companies are held personally, across several countries.
A coherent holding structure, designed with legal and tax specialists.
Family Business AdvisoryOur structure was never designed for the size we are now.
A restructuring plan, run as one project from start to finish.
Family Business AdvisoryOur structure is slowing down banking, investment or growth.
A structure that banks, investors and partners can work with.
Family Business AdvisoryWe want to protect family assets and plan the transfer to the next generation.
Succession and ownership planning, coordinated with qualified advisers.
Family Business AdvisoryWe hold, or plan to hold, our business through the UAE and want a family charter under its Family Business Law.
A clear view of the options, and a charter that fits the family.
Family Business AdvisoryWe want one stable, efficient home for the family’s holding company, and are considering the UAE.
An assessment of the UAE as a holding base, alongside alternatives, and the structure set up with qualified advisers.
Family Business AdvisoryGovernance and management
We have a board in name only.
A working board with the right members, agenda and information.
Family Business AdvisoryProfessional managers can’t do their job because family and management roles overlap.
Clear lines between family, owners and management.
Family Business AdvisoryNo one is clear on their scope, role or responsibility.
Defined roles and accountability for family and non-family managers.
Family Business AdvisoryWe don’t have reliable numbers to make decisions.
Management reporting the family and leaders can trust.
Family Business AdvisoryThe business still runs on paper, phone calls and memory.
Systems and automation that fit the business, implemented in stages.
Family Business AdvisoryThe business feels outdated compared with our competitors.
A modernisation plan for structure, processes and technology.
Family Business AdvisoryWe are preparing for investors, lenders or a partial sale.
Governance, structure and reporting that stand up to scrutiny.
Family Business AdvisoryWe have grown through acquisitions, and the group no longer works as one.
Integration of structure, people and reporting across the group.
Family Business AdvisoryGrowth and international expansion
We want to expand into a new country.
Market assessment, entry strategy and an expansion plan.
International ExpansionWe are looking at opportunities in Africa.
Grounded assessment from people with operating experience there.
International ExpansionWe need to evaluate a local partner, distributor or counterparty.
Introductions and due diligence before you commit.
International ExpansionWe want to invest or acquire abroad.
Opportunity assessment, structuring and execution support.
International ExpansionRecognise your situation?
Arrange an Initial Discussion, or take the Scorecard first.