Advisory · Organisation · Development
Family business, shareholder & succession advisory
1. Brief service summary
Prepare dialogue and continuity choices in family or shareholder-owned businesses. Distinguish family, ownership and management without equating discussion agreement, legally completed transfer and confirmed successor fitness.
2. Your needs
Family, shareholder and executive roles overlap as responsibilities or ownership evolve. Expectations remain implicit and sensitive decisions deferred. You seek dialogue and specialist questions before succession or reorganization.
3. Objectives of the engagement
Clarify roles, expressed interests and decisions. Distinguish operational continuity, governance and property-right changes. Compare succession scenarios and conditions while retaining disagreements rather than presenting assumed consensus as universal commitment.
4. Indicative scope
Work may cover role maps, dialogue arrangements, continuity scenarios and a roadmap. Wishes are considered with responsibilities and documents. Rights, transfer mechanisms and asset or tax consequences go to specialists; no legal solution applies by default.
5. Possible delivery arrangements
Authorized interviews and workshops may prepare common questions and reserved matters. Parties know the mandate, recipients and confidentiality. Separate exchanges need clear reporting rules; conflicts beyond governance advice require a distinct framework without implicit mediation.
6. Possible deliverables
As agreed: role map, scenarios, proposed governance principles and transition plan. Registers distinguish confirmed agreements, reservations and approvals. Deliverables are indicative, neither signed shareholder agreements, transfers, asset valuations nor decisions on shareholder rights.
7. Conditions and limitations
Corporate governance falls under 20.03; finance operations under pole 12. This service prepares family and ownership continuity. No agreement, tax benefit or retained control is guaranteed. Qualifications, independence and conflicts need examination. Acts, expert work, valuations and appointments need separate mandates and approvals.