Generational transition: business continuity, value protection and growth
A generational transition is not just “succession”: it is a strategic choice shaping your company’s future. Success requires clear rules, solid numbers and a shared path. We work with founders and next-gen leaders to align people, assets and industrial goals, preventing conflict and speeding up decisions.
What we do
What we do
- Listening and mapping: family roles and expectations, corporate/asset structure, existing by-laws and shareholders’ agreements, cash flows and banking covenants (protective clauses).
- Governance that works: boards and (family) councils, voting rules, entry/exit criteria, dividend and reinvestment policies, merit-based roles and accountability.
- Tailored legal tools: Trusts (long-term protection and asset segregation); Family agreements (Italy’s patto di famiglia, orderly transfer of business/shares balancing heirs); Family holding companies (a strategic hub for control and consistent planning).
- Extraordinary transactions when they unlock the transition: contributions, spin-offs, equity reshaping, mergers and acquisitions (M&A); updated by-laws and agreements to avoid friction.
- Business plans: plans and scenarios with KPIs to test tax/financial sustainability, including banking and investor impacts.
What you get
An integrated plan: initial mapping, motivated legal options, financial simulations, updated governance (by-laws/agreements), a transaction plan where useful, and hands-on execution. Clear language, operational documents, reliable timelines.
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
