Planning for effective ownership is vital to long-term success. 当业主用共同的声音说话, they make it possible for managers to do their jobs in an optimal way. And shareholders are more engaged when they clearly understand their roles and expectations.
We work with families to plan for ownership changes and create programs for educating current and future owners on their rights and responsibilities. We believe the cornerstone of an effective ownership structure is first establishing the values, vision and goals that guide business 策略 and operations.
Shared values add harmony, meaning and strength to the business culture.
Common family values can steer a family toward productive behavior and appropriate decision making. In a family enterprise, perspectives, goals and interests naturally shift over time. Each generation should review the core values of the previous one to ensure they’re still aligned.
We focus on a structure to identify and clarify family values and use those as guideposts to effectively guide vision, 策略, 投资和治理.
Know what you want the company to become and what ownership means.
The owners’ vision for the business centers on two things ‒ the nature of the business and the ownership structure. Do you want a diversified, multi-business company, or will you stay in one industry? 你想成为本地的、区域性的还是全球性的? Do you want a business that welcomes family members as employees or that relies on non-family management, 或两个?
Owners should also agree on who can own shares and who can vote for them. Some families want public ownership, others want private partners, and some want neither. Some concentrate voting rights in trusts or general partners. We’ll help you define a vision that’s in line with the values most important to the family and the business.