Generational Transition: Governance, Business Continuity and Value Protection

We advise entrepreneurs and business families on generational transition, with the objective of preserving business value and organising the transfer of ownership and responsibilities in a structured and sustainable way.

Our services include:

• analysis of the corporate, family and ownership structure;
• definition of governance arrangements and family-shareholder rules;
• establishment and use of family holding companies;
• family agreements, gifts and succession planning;
• review of articles of association and shareholders’ agreements;
• financial planning for generational transition;
• contributions, demergers, mergers and other corporate reorganisations supporting the transition;
• business and equity valuations;
• coordination of tax, corporate and wealth-planning aspects.

Our objective is to create a shared transition plan that preserves family balance, business continuity and financial sustainability.

Call to action
Book a confidential pre-assessment (family goals, structural snapshot and first route options), by contacting dr. Andrea Cauli at the e-mail a.cauli@studiassociato.it