At the meeting point between business and wealth, where the value created by the company becomes capital to be enhanced, protected and transferred.
We support family businesses and entrepreneurial families in their strategy, governance and succession decisions. We connect the owners’ objectives with the needs of the business, to sustain growth, preserve the value built and prepare the handover between generations.
We support owners and management in defining the long-term strategy and the corporate and organisational structures that sustain it. For corporate finance and M&A and other corporate transactions, we work in coordination with Firstalia Strategic Capital.
We help define agreements, ownership structures and shared rules between shareholders and generations. The aim is to clarify expectations, prevent conflicts and give stability to the relationship between family and business.
We design governance structures that clarify roles, responsibilities and decision-making processes between family, ownership and management. We define who decides, on which matters and in what way, to make the governance of the business more effective.
We plan the succession between generations, defining the timing, the roles and the way leadership is handed over. We accompany the operational transition to preserve expertise, develop the next generation and secure the continuity of the business.
We support owners in decisions on a sale or the entry of an investor, assessing the timing and preparing family and business for the transaction. Transaction coordination and financial execution, from valuation to closing, are carried out jointly with Firstalia Strategic Capital under a separate engagement.
Two business families, one after the sale of the company and one ahead of it: corporate reorganisation, tax and succession planning, valuation of shareholdings and investments.
Via Marco Ulpio Traiano 37/E
20149 Milan, Italy
Certified e-mail (PEC) firstalia@pec.it
