conquering the "game of thrones" around business wealth

Robin Coady Smith Carl Lloyd Sheeler, PhD ASA, CBA, CVA

Meet A Family Consigliere – Conquering The ‘Game of Thrones’ Around Wealth

What Does Success Look Like Around Your 8 to10 Figure

Business Wealth?

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THE BIG PICTURETHE BUSINESS TRANSITION BEFORE, DURING & AFTER

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A business transition is neither easy or straightforward. It should not be left to the last minute.

You have at least five potential options for the next chapter in your life. All take time, have regulatory and other requirements with which you may not yet be familiar.

In all of these, your new role is to manage the transition.

What Will Success Look Like For You?

THE INFORMAL PROCESS OF GETTING OUTTHE FAMILY OPERATING BUSINESS

Liquidity becomes the focus forgetting control and returnGetting out is often based on “gut” or external event“Shooting from the hip” is viewed as expedient

Yet, no real plan can become costly in price, taxes & terms


WHAT IS OFTEN LEFT BEHINDINFORMAL OR UNPREPARED TRANSACTIONS

Would a family or founder of an operating business knowingly leave $200 million or more on the transaction table?

It happens. A lot.


A LACK OF PREPARATION REDUCES OPTIMAL OUTCOMES, WHO WINS?

When there is no advance preparation of the business, owner, staff and family, the likelihood ofbusiness wealth remaining intact has very low odds.


WHAT IS AT STAKE ?IN TRANSACTIONS AND TRANSITIONS

IDENTITY, LIFESTYLE AND LEGACY OF THE OWNER AND FAMILY


TRENDING HISTORICAL ODDSPROFESSIONALS KNOW, BUT DO FAMILIES?

• Successful transaction and transition- 50/50 at best

• Post-transition odds are rising – only 1in 10 families keep wealth, power, legacy intact for 3 generations

• These results are abysmal


OUR HOLISTIC, INTEGRATED APPROACHTO WORKING WITH OWNERS AND FAMILIES

IN TRANSACTIONS AND TRANSITIONS

Integrating all - an elegant, cohesive roadmap

Offers stunning simplicity:

• Family need for alignment

• Independent advisory support until not needed

• A blend of technical and strategic views

• Peace of mind and time for loftier goals


3 TRANSACTION TOUCH POINTS

• Risks In The Business - seldom on financials – are material influences on a price multiple and business value - are often far greater than realized

• Owner, Family, Staff and Trusted Advisors – clarity, transparency, strategic perspective balances longer-term interests with the transaction

• Enhance and Leverage Business Profits and Value -may enhance family lifestyle and legacy


“WHAT ARE MY OPTIONS?”


The best options are the result of: • Clarity and uncommon knowledge• Reduction of concentrated risks and • Leverage the business value

These also enhance family lifestyle and legacy issuesfor planned or unplanned business transition/wealth events.

STRATEGIC & WEALTH MANAGEMENT TOUCH POINTS

The business transaction may enable one or more of:

• 5 Strategic Paths – to enhance or build wealth

A Common Strategic Path – how to become a capitalist family

• 3 Wealth Management Paths – quality, skill & cost differences

• Leadership and Roles – family members


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RECAP OF FOUR MAIN POINTSKEEPING WEALTH INTACT

• Businesses can transact and transition with value intact

• Owners/families can transition with clarity & transparency

• Advance preparation opens a world of options/opportunities • Independent, proactive, dynamic and a strategic approach will

augment what you do and help to minimize the odds of lost wealth and legacy



WHAT ONLY A FEW CAN OFFERIN SUMMARY

• Control within a holistic, integrated framework

• Empower to leverage less time with higher skills

• What is most important to you and your family - options

• A partnership steward that speaks truthfully, helps frame your decisions and options until this service is no longer needed

• Options based on clarity and uncommon knowledge

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YOUR TRUE SUCCESSSTARTS HERE. WHAT KEEPS YOU UP AT NIGHT?

Robin Coady Smith1330 Avenue of the Americas, 23rd FlNew York, NY 10019Phone: 1-646-328-1982Email: [email protected]

Carl Lloyd Sheeler, PhD, ASA, CBA, CVA2049 Century Park East, Suite 2525Los Angeles, CA 90067Phone: 1-310-499-4842 CA

1-646-328-1981 NYEmail: [email protected] or [email protected]: www.prcio.com


conquering the "game of thrones" around business wealth

Economy & Finance

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business transition

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