Consulting

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We help family businesses preserve the value of their heritage and create sustainable growth for future generations.

Your Company is More Than Just a Business

It is a part of your family’s history and culture. We understand the importance of preserving what previous generations have built, and we help adapt the business to new market conditions so it can continue to grow and thrive.

We Understand What’s Important to You

Adapting the old business model to new market conditions.
Increasing the value of the business while preserving its heritage
Preparing the business for sustainable growth and scaling.
Ensuring management continuity and retaining control.

How we can help grow

Developing Succession Strategies

Smooth transition without losing control

  • Assessing the business’s readiness for generational change
  • Developing a strategy for power transfer with minimal risks
  • Training and preparing future leaders
  • Creating a joint management system for a smooth transition
  • Legal and financial structuring of the business transfer

Optimizing Business Processes

Adapting the company to modern conditions

  • Auditing current processes and identifying growth points
  • Implementing modern management tools
  • Automating and digitizing key operations
  • Optimizing the organizational structure to increase efficiency
  • Developing a KPI and performance monitoring system

Creating Corporate Culture

Preserving the company’s traditions and values

  • Diagnosing the current corporate culture
  • Shaping the company’s value model
  • Implementing a values-based motivation system
  • Programs for employee engagement and retention
  • Conflict management and strengthening family traditions in the business

Attracting Investments for Business Development

Scaling the business without losing control

  • Assessing the investment attractiveness of the business
  • Developing an investment strategy aligned with the owners’ goals
  • Preparing an investment memorandum and financial model
  • Sourcing and negotiating with investors, structuring deals
  • Optimizing corporate governance to increase investor trust
  • Supporting the deal through to closure, protecting owners' interests

Developing Strategies for Sustainable Growth

Business development in uncertain conditions

  • Developing crisis strategies and risk diversification
  • Analyzing macroeconomic factors and scenario planning
  • Optimizing cash flows for stable growth
  • Developing new business directions and entering new markets
  • Implementing strategies for adapting to changing conditions

Building Management and Reporting Systems

Improving management without losing flexibility

  • Auditing management structure and reporting systems
  • Implementing effective data control and analysis mechanisms
  • Developing and implementing financial and operational accounting systems
  • Optimizing interactions between owners and the management team
  • Training top managers in modern management methods

Training Teams

Preparing future leaders of family businesses

  • Assessing the potential of future leaders and planning their development
  • Mentoring and training key executives
  • Developing adaptation programs for the new generation of owners
  • Implementing mechanisms for a smooth transfer of power
  • Forming management teams for long-term development

The Power of Roots, The Drive of Growth

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Carrera y Carrera

A Spanish jewelry house with a 130-year history. Despite its rich heritage, the business was losing market share and struggled to adapt to modern conditions.

Brand Acquisition

€ 2 500 000

Ownership Duration

2 years

Brand Sale

12 000 000

Investment

€ 3 000 000

Learn more

Imagine the future of your business

A Legacy That Leads to Leadership

A business heritage that adapts to today’s challenges, scales effectively, and earns its place among market leaders.

Strategic Partnerships That Fuel Growth

Not just short-term capital — but long-term partnerships with those who are ready to share responsibility and actively contribute to your company’s future.

A Management Model That Frees You from the Routine

A strong corporate governance system that lets you focus on strategic decisions — not day-to-day operations.

Let’s develop a strategy that not only addresses your current challenges, but also ensures the long-term effective growth of your business.

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