SUCCESION DRIVERS

• Business Outcomes

• Family Goals

• Shareholders’ Interests

• Wealth Transfer

OUTCOMES

• Clarity in the long-term values and purpose of the business

• Determine the effective business structures and leadership roles

• Alignment of shareholders’ interest, governance and policy

• Business protection, family legacy and wealth distribution

Successor’s competencies

Developing strategic, people and execution competencies

Exposing to diverse business knowledge and experiences

Building a sense of balance between people and results

Alignment to the founder’s values, vision and goals

Developing effective leadership style based on business goals

Business results

Redefining the future success of the company

Aligning mission, vision, values, policies and processes

Transforming the Business Model for higher profitability

Creating the right financial model for growth

Building positive business environment and people culture

Aligning people and activities towards business outcomes

Redefining the success measurement of the company

ShareHolders’ Interest

Shareholders’ Exit Strategy

Business Continuity plan

Family Business Governance and Policies

Healthy Cash Flow and Recovery of Business Capital

Business Liquidity Protection

wealth Transfer

Alignment of business and family legacy

Valuation of business and assets

Building recurring income to meet diverse needs

Creating the buy/sell agreement for business transition

Planning ahead for wealth distribution with clear objectives