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referral partner

For external (M&A) advisors

If you work as an external adviser in the field of mergers and acquisitions (or as a board member) for a family business, it can be frustrating to see things getting out of hand. I help to resolve the emotional and psychological aspects of the acquisition so that the process runs smoothly again. I work discreetly alongside your existing advisers and provide feedback where appropriate.

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the challenge

The process gets stuck

As an external adviser, it can sometimes be difficult to get to grips with the internal dynamics of family businesses. The most obvious issues are not being addressed by the leader or the family. Or there may be all sorts of resistance and obstacles in a succession process.

If things really come to a standstill, you can call on me as a partner. I’ll work alongside your advisers to identify where the resistance lies and what’s needed to get the process moving again. This can be a very short-term engagement or a more extensive one, depending on the client’s needs and yours as an external (M&A) adviser.

my approach

Uncovering where the resistance is

Through discussions with all stakeholders, I carry out an analysis to gain a clear understanding of what is going on ‘on the other side of the table’ and beneath the surface. Based on this analysis, I advise you – as an M&A professional or director – on the steps that can help to get an acquisition process moving smoothly. I then remain on board for as long as necessary to ensure these steps are implemented. Because resistance does not simply disappear on its own.

I do not provide extensive slides or reports. I help to shift people’s mindset to facilitate a successful handover.

more information

This programme will provide you with:

  • Understanding the obstacles and resistance involved
  • Understanding the steps required to get the process moving
  • Implementing these steps if desired

My advice may consist of a single meeting with external board members or advisers, or of an in-depth process in which I hold discussions with the manager and key stakeholders, such as senior management, external advisers, the board of directors and family members. I will provide you with a clear analysis (verbally and in writing) rather than endless slides.

in summary

Referral partner for external advisors

  • Intended for: solicitors, accountants, M&A advisers and other trusted advisers to family businesses
  • Timing: negotiable
  • Format: bespoke, tailored to each situation
  • Price: please contact me for rates
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more informations

For external (M&A) advisors

Is the succession at your client's family business proving difficult? Tailored advice for external (M&A) professionals and directors of family businesses.

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Not sure if this is the right step?

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01

Diagnosis and assessment

A powerful  initial assessment of succession planning in your family business.

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02

Partner in succession

Full partnership in succession with intense individual guidance for you and your successor.

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03

Succession in family business

Tailored advice for family businesses where succession is being prepared or is already underway.

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