Conquering the "Game of Thrones" Around Business Wealth

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Information about Conquering the "Game of Thrones" Around Business Wealth
Economy & Finance

Published on May 31, 2014

Author: Robin457

Source: slideshare.net

Description

The issues, challenges, opportunities. Its why we think and believe differently.

Robin Coady Smith                     Carl Lloyd Sheeler, PhD ASA, CBA, CVA Meet A Family Consigliere – Conquering The ‘Game of Thrones’ Around Wealth What Does Success Look Like Around Your 8 to10 Figure Business Wealth? Privatus CI3O Services, LLC All Rights Reserved@2014

THE BIG PICTURE THE BUSINESS TRANSITION BEFORE, DURING & AFTER Privatus CI3O Services, LLC All Rights Reserved@2014 2 A business transition is neither easy or straightforward. It should not be left to the last minute. You have at least five potential options for the next chapter in your life. All take time, have regulatory and other requirements with which you may not yet be familiar. In all of these, your new role is to manage the transition. What Will Success Look Like For You?

THE INFORMAL PROCESS OF GETTING OUT THE FAMILY OPERATING BUSINESS Liquidity becomes the focus forgetting control and return Getting out is often based on “gut” or external event “Shooting from the hip” is viewed as expedient Yet, no real plan can become costly in price, taxes & terms Privatus CI3O Services, LLC All Rights Reserved@2014 3

WHAT IS OFTEN LEFT BEHIND INFORMAL OR UNPREPARED TRANSACTIONS Would a family or founder of an operating business knowingly leave $200 million or more on the transaction table? It happens. A lot. Privatus CI3O Services, LLC All Rights Reserved@2014 4

A LACK OF PREPARATION REDUCES OPTIMAL OUTCOMES, WHO WINS? When there is no advance preparation of the business, owner, staff and family, the likelihood of business wealth remaining intact has very low odds. Privatus CI3O Services, LLC All Rights Reserved@2014 5

WHAT IS AT STAKE ? IN TRANSACTIONS AND TRANSITIONS IDENTITY, LIFESTYLE AND LEGACY OF THE OWNER AND FAMILY Privatus CI3O Services, LLC All Rights Reserved@2014 6

TRENDING HISTORICAL ODDS PROFESSIONALS KNOW, BUT DO FAMILIES? • Successful transaction and transition- 50/50 at best • Post-transition odds are rising – only 1in 10 families keep wealth, power, legacy intact for 3 generations • These results are abysmal Privatus CI3O Services, LLC All Rights Reserved@2014 7

OUR HOLISTIC, INTEGRATED APPROACH TO WORKING WITH OWNERS AND FAMILIES IN TRANSACTIONS AND TRANSITIONS Integrating all - an elegant, cohesive roadmap Offers stunning simplicity: • Family need for alignment • Independent advisory support until not needed • A blend of technical and strategic views • Peace of mind and time for loftier goals Privatus CI3O Services, LLC All Rights Reserved@2014 8

3 TRANSACTION TOUCH POINTS • Risks In The Business - seldom on financials – are material influences on a price multiple and business value - are often far greater than realized • Owner, Family, Staff and Trusted Advisors – clarity, transparency, strategic perspective balances longer- term interests with the transaction • Enhance and Leverage Business Profits and Value - may enhance family lifestyle and legacy Privatus CI3O Services, LLC All Rights Reserved@2014 9

“WHAT ARE MY OPTIONS?” Privatus CI3O Services, LLC All Rights Reserved@2014 10 The best options are the result of: • Clarity and uncommon knowledge • Reduction of concentrated risks and • Leverage the business value These also enhance family lifestyle and legacy issues for planned or unplanned business transition/wealth events.

STRATEGIC & WEALTH MANAGEMENT TOUCH POINTS The business transaction may enable one or more of: • 5 Strategic Paths – to enhance or build wealth A Common Strategic Path – how to become a capitalist family • 3 Wealth Management Paths – quality, skill & cost differences • Leadership and Roles – family members Privatus CI3O Services, LLC All Rights Reserved@2014 11

RECAP OF FOUR MAIN POINTS KEEPING WEALTH INTACT • Businesses can transact and transition with value intact • Owners/families can transition with clarity & transparency • Advance preparation opens a world of options/opportunities • Independent, proactive, dynamic and a strategic approach will augment what you do and help to minimize the odds of lost wealth and legacy Privatus CI3O Services, LLC All Rights Reserved@2014 12

Privatus CI3O Services, LLC All Rights Reserved@2014 WHAT ONLY A FEW CAN OFFER IN SUMMARY • Control within a holistic, integrated framework • Empower to leverage less time with higher skills • What is most important to you and your family - options • A partnership steward that speaks truthfully, helps frame your decisions and options until this service is no longer needed • Options based on clarity and uncommon knowledge 13

YOUR TRUE SUCCESS STARTS HERE. WHAT KEEPS YOU UP AT NIGHT? Robin Coady Smith 1330 Avenue of the Americas, 23rd Fl New York, NY 10019 Phone: 1-646-328-1982 Email: robin@prcio.com Carl Lloyd Sheeler, PhD, ASA, CBA, CVA 2049 Century Park East, Suite 2525 Los Angeles, CA 90067 Phone: 1-310-499-4842 CA 1-646-328-1981 NY Email: carl@prcio.com or csheeler@brg-expert.com Web: www.prcio.com Privatus CI3O Services, LLC All Rights Reserved@2014 14

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