Family Business Advisory

Many of the most respected and best performing companies in the world are family-owned. We believe that multi-generational family businesses are valuable and crucial to our economy and social fabric.

Despite their inherent strengths and economic significance, family-owned companies face unique challenges and vulnerabilities: such as issues pertaining to business continuity, succession planning, family decision-making, business governance (roles of shareholders vs board of directors vs management), ownership issues and family governance.

We have worked with several family businesses across different industries, helping them make successful business transitions. We help family business owners understand their options and to achieve their goals. Our experience and expertise in working with family businesses have allowed us to develop a unique, integrated process that incorporates accounting and advisory services – blending financial analysis, business valuation, transaction structuring, compensation planning, corporate finance, taxation, and estate planning under an umbrella of advice from out trusted family business advisors.

Our approach to family business succession planning is advisory in nature. Our process is designed to provide expert advice on the transaction while educating the family about the process and how it will affect the individuals as well as the company. Our goal is to help everyone involved gain clarity and realise value.