Business and Family Solutions

Governance Planning & Implementation

Governance Planning and Implementation - Equitas Consultants

Governance Planning & Implementation

Working with the family owners, their family, and their board to creatively plan for the future of the company is paramount to ensure its clear future direction.  Knowing and clarifying business and personal goals ensure the family can work together to minimize conflicts down the road.

We are able to guide families through processes to evaluate their needs, plan changes for their governance structure, and establish a Shareholder Agreement, Advisory Board, and/or Board of Directors, all while ensuring the family and Board are offering meaningful value.

Planning for the future does not have to be costly or contentious.  We are here to help families navigate this potentially bumpy road.

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