A new client, the oldest sibling of a multigenerational family trust came to us looking for a business to acquire with the goal of diversifying and building the family’s wealth. They weren’t interested in analyzing piles of spreadsheets—they wanted a team that could translate the technical side of transactions. They also didn’t understand the emotional impact that would arise during the process.
Our approach came from a deep understanding of the Family Enterprise Advisor three-circle model which includes the intersection of the family, ownership, and the business itself. We acted as a bridge between the family and the transaction process by helping them not only understand the decisions they were making but also trust them. We made sure we were available to the family at any time they needed and had multiple conversations including all four decision makers in the family to provide alignment and peace of mind.
In reviewing multiple businesses, we advised them on the potential for cash flow and provided the strategic advice required to decide to make the final purchase of an ecological systems company with an untapped market. Through the transaction process, we assisted by negotiating key terms, raising debt capital, and supporting the due diligence process. We collaborated with their legal team to close the deal and then continued supporting their newly acquired business’ tax needs.
