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Ownership Advisory

We help you prepare your next venture.

Planning for the transition of your business is a pivotal chapter that involves a full range of personal, business, wealth management and family concerns. Each business is different and preparing for a transition is a complex process, and whether your transition is a few years away or a few decades away, it’s important to start thinking about what you want for the future.

Let’s have a conversation to discover where you are today and how we can help you fulfil your long-term goals.

I’m planning to sell my company through a full or partial exit

Selling a business is a complex venture that involves several considerations. Even with a well-thought-out strategy, there are many aspects which need to be addressed on a continuous basis throughout the various stages of the process. Regardless of the size of your company, our M&A team of experts are here to steer you confidently through the entire process.

I need guidance on preparing my company for an IPO

Going public is a major chapter for any company. In order for the venture to be successful, years of thorough preparations are required. Together with you, our teams will assist you in carefully weighing the benefits and challenges of going public and how it aligns with your company's long-term goals.

I’m planning to transfer my company

After working many years to grow a business, passing your company on to a successor is no easy matter. Whether you're considering an ownership transition now or further down the line, you want it to be managed carefully to ensure continued success for the company. Together with you, we help establish the right support to make the transition smooth and in line with your expectations.

I’m in the early stage of preparing my exit

Regardless of what the future may bring, it’s never too early to prepare your ownership plans. Whether you're delving into the fundamentals of selling your business or exploring the details of pre- and post-sale wealth planning, we’re here to help you exit on your terms.

Local presence, international reach

Our international presence gives you access to our financial and life services no matter where you are in the world. We draw from a vast network of people and opportunities, and we are here to connect you to those that have similar interests and aspirations.

Get in touch with us

Get in touch and we will contact you for a first meeting to discuss how we can help you achieve your ambitions and goals in life.