Consultation
Ownership transition facilitation
Facilitated sessions that help families agree how shares, voting rights, and capital extracts move between generations without derailing trading.
Purpose
Many families have a leadership plan but stall on ownership: who gets equity, who receives cash instead, and what happens if a sibling wants out. This consultation keeps those decisions in a facilitated room rather than in sideways comments after board meetings.
Included
- Pre-session briefing with the current controlling owners
- Up to three facilitated workshops
- Decision log capturing agreements and open items
- Brief for your solicitor covering intended share movements and reserved matters
Best suited when
Trading is stable, advisers are already engaged, and the missing piece is family agreement — not a full succession strategy from scratch.