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