{"id":10084,"date":"2018-10-22T13:45:00","date_gmt":"2018-10-22T16:45:00","guid":{"rendered":"http:\/\/valoriza.com\/?page_id=10084"},"modified":"2026-02-09T11:05:24","modified_gmt":"2026-02-09T14:05:24","slug":"planes-de-traspaso-empresas-familiares","status":"publish","type":"page","link":"https:\/\/valoriza.com\/en\/servicios\/consultoria-estrategica-y-financiera\/planes-de-traspaso-empresas-familiares\/","title":{"rendered":"Family Business Transfer Plans"},"content":{"rendered":"
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Transfer plans between family-owned companies<\/h1><\/div><\/div><\/div><\/div><\/div>
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Prepare for your company's management changeover and ensure your retirement<\/h2>

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.<\/h6><\/header>
<\/span><\/div>CONTACT US<\/span><\/a><\/div><\/div><\/div>
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How do we organize this roadmap?<\/h2><\/header><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div>
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Purpose and Family Governance<\/h2>

We define the basis that will avoid friction and align expectation with value.<\/p><\/header>

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Shared vision workshop<\/h4><\/i><\/div>

We facilitate conversations to discover common purpose, values and goals; the result: a family manifesto that guides all decisions.<\/p>\n<\/div><\/div>

Constitution and rules of the game<\/h4><\/i><\/div>

We draft policies on roles, employment of relatives, dividends and exit protocols, preventing conflicts before they arise.<\/p>\n<\/div><\/div>

Business objectives and impact<\/h4><\/i><\/div>

We translate the family philosophy into measurable economic, social and philanthropic goals.<\/p>\n<\/div><\/div>

Governance architecture<\/h4><\/i><\/div>

We designed family council, shareholder assembly and board of directors with independents to balance tradition and meritocracy.<\/p>\n<\/div><\/div>

Communication routines<\/h4><\/i><\/div>

Calendars of meetings, reporting and intergenerational forums that keep trust alive.<\/p>\n<\/div><\/div><\/div><\/div><\/div>

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Succession and Business Continuity<\/h2>

We ensure that leadership changes without losing value or culture.<\/p><\/header>

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Role map and talent pipeline<\/h4><\/i><\/div>

Meritocratic criteria for directors, executives and heirs, with mentoring and shadowing plans.<\/p>\n<\/div><\/div>

Transition timeline<\/h4><\/i><\/div>

Clear phases - preparation, transfer, withdrawal - with progress indicators and trigger events.<\/p>\n<\/div><\/div>

Ownership structure and liquidity<\/h4><\/i><\/div>

Trusts, share classes and tax planning to compensate non-operating heirs and avoid dividend stress.<\/p>\n<\/div><\/div>

Contingency plan<\/h4><\/i><\/div>

Protocols in the event of illness, death or divorce that protect continuity and reputation.<\/p>\n<\/div><\/div>

Professionalization<\/h4><\/i><\/div>

Incorporation of external executives, 360\u00b0 evaluations and incentive packages aligned with value creation.<\/p>\n<\/div><\/div><\/div><\/div><\/div>

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Why Valoriza?<\/h2>

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.<\/h6><\/header><\/div><\/div><\/div><\/div><\/div><\/div><\/div>
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Expert facilitation<\/h5>

You provide the story; we provide the methodology, the tough questions and the discipline of execution.<\/p><\/div><\/div><\/div><\/div><\/div>

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Multidisciplinary team<\/h5>

Strategy consultants, tax lawyers and organizational psychologists integrated on a single front.<\/p><\/div><\/div><\/div><\/div><\/div><\/div>

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Proprietary tools<\/h5>

Intergenerational valuation models and tax simulators that accelerate data-driven decisions.<\/p><\/div><\/div><\/div><\/div><\/div>

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Working together<\/h5>

We work closely with you to develop customized restructuring strategies that may include renegotiation of terms, interest rates and loan conditions.<\/p><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div>

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Other critical aspects to consider<\/h2><\/header><\/div><\/div><\/div><\/div>
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    Education of the next generation.<\/h5>\r\r\n

    Formal training and rotation programs for future leaders.<\/p><\/div>\r\r\n <\/div>\r\r\n <\/li>\r\r\n

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    Philanthropic planning and ESG<\/h5>\r\r\n

    Align the policy of donations and impact investments with the family identity.<\/p><\/div>\r\r\n <\/div>\r\r\n <\/li>\r\r\n

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    External communication<\/h5>\r\r\n

    Strategy for key stakeholders (customers, banks, press) during the handover process.<\/p><\/div>\r\r\n <\/div>\r\r\n <\/li><\/ul>\r\r\n <\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div>

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    Contact our team<\/h3>

    Complete the form with your questions and\/or requirements. In a short time, a specialist from our team will help you solve them and accompany you in your process.<\/h6>
    Email: contacto@valoriza.com
    \nPhone: +56982173705
    \nOffice: +56233453417<\/h5><\/div><\/div><\/div>
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