Ownership Transition Advisory
Support for share transfers, buy-sell frameworks, and communication when equity moves between generations or branches.
Who it is for
Families negotiating intergenerational or branch-to-branch equity moves
What you walk away with
Clear options, negotiation agendas, and communication plans that keep relationships intact while equity shifts
Included
- Option framing for transfer structures (with your counsel)
- Family communication planning
- Meeting facilitation during sensitive negotiations
Outside this engagement
- Brokerage of shares
- Independent valuation opinions
How we work
- Brief intake on intended transfer
- Option memo for family principals
- Facilitated negotiation sessions
- Handoff notes for legal counsel
Preparation
Have counsel available for parallel legal drafting.
Boundaries
We coordinate; licensed lawyers execute instruments.