Everkin / Situations
Examples of situations in which Everkin can help. These are illustrative scenarios, not accounts of specific clients or project outcomes.
A founder is preparing to hand over responsibilities. Family members have different expectations about management, ownership and the distribution of profits.
Clarify roles, agree objectives and principles for succession planning and family governance agreements, and coordinate the legal documentation with the relevant advisers.
A business owner receives an expression of interest and needs to assess value, terms and readiness for a potential sale.
Value the business, organise information, identify matters for attention and support transaction preparation and commercial negotiations.
The sale of a shareholding changes the composition of family wealth and raises questions about ownership, succession and family decisions.
Clarify wealth and family objectives and coordinate the assessment of continuity options with legal and tax advisers.
Expansion has left dispersed shareholdings, overlapping structures and questions about the right organisation for the next phase.
Map the structure, coordinate the assessment of alternatives with the relevant advisers and support an implementation plan with clear priorities and responsibilities.
Business · Family · Wealth
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