Business Consulting

Our experience in senior management and board positions at leading corporations gives us a comprehensive, end-to-end view of our clients’ businesses. We have first-hand knowledge of where value leakage occurs across the different processes involved in a company’s development. We work with the shareholders of family-owned businesses to identify the best solutions for an orderly succession: preparing for the future, professionalizing management and planning the generational transition. Our consulting engagements span all organizational levels and may include:

• Outsourced financial management: we act as fractional CFO or Controller, reporting to local and foreign shareholders and providing a full-scope service that includes representing the company before the financial community. Our scope includes periodic reporting and monitoring of the management dashboard (KPI scorecard).
• Review and validation of the list of improvement opportunities in the current operating model.
• Qualitative and quantitative assessment of the costs and benefits associated with the identified opportunities.
• Bundling of improvement opportunities into initiatives (projects).
• Prioritization of initiatives based on objective criteria (cost-benefit analysis).
• Workshop to present and discuss the opportunities.
• Development of an implementation roadmap for the initiatives.

Family Business Advisory A family business requires an accurate diagnosis to determine whether management is being affected by the family’s own dynamics. A family protocol and an organizational structure must be designed to accommodate those dynamics, while enabling the company to reach the next level by professionalizing it and putting in place structures to monitor management performance. As part of our services, we identify the different needs of the family group and work alongside them to find the best solutions, whether by planning the generational transition or by launching a strategic planning process.