Family Business Succession Management

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Sequel Management offers a unique and high value approach to family business succession management. Oftentimes, multi-generational family businesses are characterized by one of two essential dilemmas:

  • Leadership Void: Absence of leadership/participation within or among successive generations of family members; and/or
  • Family Conflict: Dissension and conflict among second and third generation family members, ranging from:
    • disagreement among active family members as to the direction, performance, and/or strategy of the business, to
    • disaffection among non-involved family members with business performance, remuneration to participating family members, and/or the lack of liquidity and constrained access to the value imbedded within their existing or pending inherited ownership positions.

Sequel’s approach integrates highly personal, one-on-one strategic succession planning involving business owners and Sequel’s experienced principals with the potential inclusion of independent industry experts sourced from within Sequel’s extensive proprietary senior management network.

In addition, Sequel provides the ability to integrate the following potentially essential services with prominent, pre-selected participants, including:

  • Targeted Legal Expertise: the refined succession planning experience and legal services of senior members from the Corporate and Trust and Estate departments of prominent law firms;
  • Financial Planning and Liquidity: the sophisticated financial planning and liquidity facilitation resources of major financial institutions; and
  • Public Relations: media and communications direction provided by leading public relations professionals; and
  • Family Business Therapy: the experienced perspectives of one or more leading family business succession therapists.

This framework seeks to combine a consultative approach among family decision makers with hands-on participation by independent industry and domain specific experts.

While many family business consultants practice throughout in this arena, none provide Sequel’s combination of strategic and tactical capabilities matched with the quality of access to sophisticated experts afforded by Sequel’s team and its pre-selected affiliated participants.