Preserving Legacy
The process to effectively sustain the company’s impact beyond the current owners should focus on the financial, social and spiritual issues associated with the business.
For internal transition plans, we can provide the following services:
- Developing collective aspirations for the future
- Preparing financial forecasts to determine the viability of an internal transfer
- Conducting continuity planning
- Preparing and equipping next generation family members (or key leaders)
- Aligning the interests of key stakeholders
- Facilitating the integration of corporate and personal legal documents
For external transition plans, our advice can include:
- Partnership dispute resolution
- Sell-side marketing
- Evaluating and negotiating third-party offers and private company investments
- Managing the due diligence process
- Negotiating definitive agreements
- Managing post-closing items
- Integrating corporate cultures
We ask the following questions to help our clients preserve their legacy:
- What happens IF …?
- What happens WHEN …?