Advisory Services: Ownership Strategy

We assist client families with Ownership Strategy services such as these:

  • Developing ownership strategies

  • Creating integrated, long-term ownership plans

  • Defining the role and responsibilities of owners, and helping owners to capably perform in the role

  • Designing, facilitating and assessing ownership governance forums such as a Shareholders Council and Annual Shareholders Meetings

  • Developing and improving shareholder agreements and ownership policies

  • Designing dividend policies

  • Developing criteria to select board members, and recruiting and compensating board members

  • Analyzing and recommending ownership structures and models

  • Designing and implementing strategies for transferring ownership

  • Facilitating processes for shareholder buyouts, including analyzing liquidity options

  • Educating, preparing and developing owners

Learn about our integrated services in the areas of Family Strategy, Business Strategy, and Wealth Strategy.