Transfer plans between family-owned companies

Prepare for your company's management changeover and ensure your retirement

At Valoriza we help you create a clear roadmap to organize the management handover of your company and ensure both family harmony and the value of the company itself.
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How do we organize this roadmap?

Purpose and Family Governance

We define the basis that will avoid friction and align expectation with value.

Shared vision workshop

We facilitate conversations to discover common purpose, values and goals; the result: a family manifesto that guides all decisions.

Constitution and rules of the game

We draft policies on roles, employment of relatives, dividends and exit protocols, preventing conflicts before they arise.

Business objectives and impact

We translate the family philosophy into measurable economic, social and philanthropic goals.

Governance architecture

We designed family council, shareholder assembly and board of directors with independents to balance tradition and meritocracy.

Communication routines

Calendars of meetings, reporting and intergenerational forums that keep trust alive.

Succession and Business Continuity

We ensure that leadership changes without losing value or culture.

Role map and talent pipeline

Meritocratic criteria for directors, executives and heirs, with mentoring and shadowing plans.

Transition timeline

Clear phases - preparation, transfer, withdrawal - with progress indicators and trigger events.

Ownership structure and liquidity

Trusts, share classes and tax planning to compensate non-operating heirs and avoid dividend stress.

Contingency plan

Protocols in the event of illness, death or divorce that protect continuity and reputation.

Professionalization

Incorporation of external executives, 360° evaluations and incentive packages aligned with value creation.

Why Valoriza?

We have a proven track record. 60+ succession plans for > USD 5 bn of assets; 95 1TP3Q culminated with no litigation and +1.8 p.p. in ROE post-transition.
Expert facilitation

You provide the story; we provide the methodology, the tough questions and the discipline of execution.

Multidisciplinary team

Strategy consultants, tax lawyers and organizational psychologists integrated on a single front.

Proprietary tools

Intergenerational valuation models and tax simulators that accelerate data-driven decisions.

Working together

We work closely with you to develop customized restructuring strategies that may include renegotiation of terms, interest rates and loan conditions.

Other critical aspects to consider

  • 1
    Education of the next generation.

    Formal training and rotation programs for future leaders.

  • 2
    Philanthropic planning and ESG

    Align the policy of donations and impact investments with the family identity.

  • 3
    External communication

    Strategy for key stakeholders (customers, banks, press) during the handover process.