Our clients

Here we provide insights into the themes and issues we advise on.

Owners

Our clients are business owners who seek inspiration, guidance, and advice regarding their current ownership model or are contemplating a transition to a different ownership structure. Many questions arise: Should the founders continue, should the next generation take over, can the family unity persist, should a foundation be established, should a private equity fund be invited in, should the partner circle be expanded.

Our core themes:

How do we help?

Examples of issues for owners:

Families

How can a family of 17 members optimize their collective business ownership? How can it be ensured that the next generation is equipped to take on ownership? What does a family constitution entail? How can an effective family council be established?

What is a family office?
Why and when does one set up a family office?
How do you co-own a family office?
Which role should the family hold?
Transitioning from being a business owner to owning a family office – what is the difference?

Is it a sensible decision for a family to involve a private equity firm in the ownership circle?
What are the differences between different types of private equity funds?
How can ownership be managed when a foreign private equity fund has acquired a significant stake in the company?
How can conflicts among the owners be avoided, and how can the company’s value be maximized?

How can a private equity fund actively exercise its ownership of a specific company?

Does this happen through involvement in the business’ board?

How can a business owner most effectively transfer their shares to a fund aimed at managing the founder family’s finances, ownership of multiple companies, and philanthropy?

How can an association with hundreds of members be the most effective owner of a publicly traded company?

What role does the association’s representative assembly play in this context?

Who should have a seat on the board of directors?

How can public companies improve their governance structures to ensure effective leadership and decision-making?

How can public companies optimize their resource allocation and financial management to ensure financial sustainability?

The Ownership School

Seminar on ownership models: Overview, inspiration, and discussion – what is the best form of ownership for you, your company, and society, and how is it exercised?

Ownership Review

Customised workshop – The future form of ownership is clarified through a dialogue with owners, heirs, and the company’s management.

Ownership Strategy

Customised workshop – We collectively focus on the best way to implement and professionalize the chosen ownership structure.

Owner and NextGen development

Customised – how do we continuously develop the best owners and NextGens?

Focus is on everyone being well prepared and being at ease with their current and future roles.