01

Succession and family governance

Who will lead the next chapter?

Succession starts with aligning expectations. We help define roles, objectives and priorities for the transition between generations. Legal analysis and documentation are handled by the responsible advisers.

What the work may include

  • Mapping of family and business structures
  • Objectives and principles for succession planning and family governance agreements
  • Alignment on decision-making and participation in the business
02

Business and wealth structuring

Does your structure support your goals?

We map the existing organisation and the relationships between entities. We coordinate the assessment of alternatives with legal and tax advisers and support the agreed reorganisation plan.

What the work may include

  • Mapping of shareholdings, assets and priorities
  • Coordination of the assessment with legal and tax advisers
  • Reorganisation planning and implementation coordination
03

Business valuations and sales

Are you ready to sell?

We bring together financial valuation, information preparation and transaction coordination. We support commercial negotiations alongside the client's advisers, who handle legal analysis and documentation.

What the work may include

  • Business valuation and financial preparation
  • Information organisation and due diligence readiness
  • Sale preparation and support with commercial negotiations
04

Wealth continuity

What comes after the transaction?

A liquidity event changes the decisions a family faces. We help clarify wealth objectives and priorities and coordinate the assessment of alternatives with legal, tax and other relevant advisers.

What the work may include

  • Clarification of family wealth objectives
  • Coordination of legal and tax analysis with the responsible advisers
  • Continuity planning and project coordination

How we work

From the first conversation to implementation.

  1. 01

    Understand

    Clarify the context, objectives and people involved.

  2. 02

    Structure

    Assess alternatives and identify risks and priorities.

  3. 03

    Decide

    Agree a plan, responsibilities and next steps.

  4. 04

    Implement

    Coordinate the agreed plan and the work of the different advisers involved.

Before we begin

What is the scope of Everkin’s role?

Everkin provides strategic consultancy and coordinates business and family projects. It is not a law firm. Where a project involves legal services, these are provided by clearly identified lawyers or law firms, with professional independence and their own engagement terms. This identification also covers any legal opinions included in the initial assessment.

When should we speak to Everkin?

Ahead of a succession, reorganisation or business sale, even if you have not yet made a decision. An initial conversation helps us understand the situation and establish whether there is a project to develop.

Can you work alongside our existing advisers?

Yes. Clients can retain their existing advisers. Everkin coordinates the project and works alongside lawyers, accountants, consultants and other professionals, with clear responsibilities for each part of the work.

How are the scope and fees agreed?

The proposal identifies the scope, deliverables, timetable, responsible providers and engagement terms for each part of the work, including any legal opinions and other legal services. Fees and any extension of the work are agreed with the client in advance.

How is the information we share handled?

We treat information confidentially and limit access to those who need it for the agreed work. Sharing with advisers is coordinated with the client. The lawyers involved remain subject to their professional duties of confidentiality.

Business · Family · Wealth

The next chapter deserves careful preparation.

Speak to us about your business, your family and what you want to build next.

Arrange a conversation