Services > Family Businesses

Strategy:

• Strategic plans
• Growth alternatives evaluation
• Structure and resourcing

Corporate Structure and Setup:

• Entity rationalisation or strategies
• Separation of personal and company business and structures
• Tax compliance work and manging tax strategies
• Establish accounting and business system processes

Business Model Development:

• Devise and analyse business plans
• Create budgets
• Create forecasts and scenarios

Develop Reporting Framework:

• Develop and build tailored reporting framework
• Management accounts (monthly / year to date / key performance indicators)
• Cash flow and forecasts

Governance:

• Company secretarial role
• Public Officer Role
• Compliance
• Risk management
• Audit preparation

Succession Planning:

• Corporatising the business
• Implementing robust processes
• Protecting intellectual capital and relationships (employee, customer, supplier)
• Set up due diligence, prepare disclosure packs
• Change management - cultural & operational

Preparation for Exit Strategies:

• Generational, management or third party transition
• Business ready action plan
• Information memorandum preparation
• Financial modelling to support valuations
• Establish a physical and (or) electronic data room for future investment or sale

Connections:

• Relationships and introductions to professional service providers and facilitators - private equity and investors, auditors, tax advisers, bankers, legal advisers, facilities and infrastructure, insurers etc

6 Reasons You Need A Family Office CFO

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