ADVISORY

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.