Succession

Free Written Opinion
To allow us to provide our initial observations, analysis and suggest proven solutions we need some important information which will be treated on a TOTALLY CONFIDENTIAL BASIS. No information will be passed or made available to a third party.
By providing the details by fax or mail, we will provide you with our written opinion covering:
Background - of your Family or Private business to ensure we understand the information provided and Human and Business issues you are wanting to address
The Way Forward - our suggestions on steps you should take based on 20 years experience working with high net worth Family and Private Business owners.
Solutions - the proven procedure to resolve the Issues and the likely professional costs. For more information see Solutions
To avail yourself of our Free Written Opinion please provide us with the following details
Your Name:                                                                       Age:
Title/Position/Occupation:
Spouse's Name:                                                                  Age:

If involved in the business, her/ his Role:
Business/Company Name:
Address:
 
Tel:                                      Fax:                                        Mob:            
Email:
Home Address (if preferred for confidentiality):
Tel:                                      Fax:                                       Email:            
How long has the business been operating:    ____ years
Type of Business:
 
Generations Now Operating the Business:
  1st     2nd    3rd     4th        ( please circle one or more)
Annual Sales:  $___________                 
No. Employees:                  Permanent                    Casual
Names of all next generation family members, including spouses, indicating whether Active (employed in the business including position and years of service) or Passive (not employed but could regard the Business as part of their inheritance):
Name Age Marital Status Active/  Passive Position in Company Years Service
           
           
           
           
           
           
           
           
           
           
           

Please identify the general Issues which concern you:

   Avoiding conflict between personal and business values
   Appreciating the Business
   Management Standards
   Funding growth and funding retirement
   Management Succession
   Future Ownership

Do you anticipate:                                           

   Continuing as Family/ Private Business        

   Sale of the Company or business assets
   Partial / Total MBO
   Capital Raising/ IPO
Time Frame: 
 Now          2 yrs          5 yrs         10 yrs        Later       (circle)
Please identify which specific Issues concern you:   
(please tick)
Deciding Business future               
Future Ownership
Management Succession
Appointing Next CEO
Handling Succession Transition
Adequate Management Structure
Family Conflict
Performance Appraisals
Business/ Strategic Planning
Professionalising Management
Effective Directors Meetings
Effective Management Meetings  
Appointment of External Directors
Valuation of your Company or its business
Sale of your Company or its business
Preparing Your Company or Business for Sale
Funding a business Sale
Management Buy Out
Capital Raising               
Strategic Acquisitions                    
Equity Investment      
Income Protection/Trauma Insurance   
Loss of Profits Insurance                   
General Insurance              
Funding Sources               
Your Retirement Program
Review of your Will
Appointing Executors      
Other (please list):                                
                                

On receipt of this information we will provide our Free Written Opinion (via the method of your choice) based on  details provided.
To ensure confidentiality please circle the way you would like your Free Written Opinion to be delivered.

eg. Mail / Fax to Business / Home  address

Mail / Fax - to: .....................................................