Helping family businesses grow is our goal
We understand the pain points of families at different stages of development and develop corresponding financial services to
help family businesses and members grow better.
Life cycle of a family business
The development of a family business has its own rules, and most businesses are developed by the entrepreneur’s vision and leadership in the light of the opportunities of the times. Similarly, family businesses also face transition and family asset allocation issues as the industry itself develops into maturity and decline.
Based on the large number of cases of family businesses we have served, we have summarized four development cycles that family businesses must go through, and focus on meeting the financial needs of family businesses at different stages of development and providing customized solutions:
Expansion stage: We help family-owned companies realize strategic expansion and market leadership through well-planned financing strategies and precise M&A proposals.
Maturity stage: We help family-owned companies diversify their business and enhance market competitiveness through primary market investments and industrial co-investments with industry chain owners.
Exit stage: We provide tailor-made exit solutions for enterprises, including but not limited to mergers, acquisitions or IPOs, in order to maximize enterprise value and cope with industry changes.
Recovery phase: After the successful exit of the business, we continue to provide asset management services to the family to ensure financial freedom, while identifying and investing in projects that are consistent with the family’s long-term vision, laying the foundation for the family’s continued prosperity.
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Professional Consulting Services and Cases In addition to our investment solutions and services, we also provide specialized consulting services to address the changing financial needs of family businesses at different stages of their life cycle. Whether the family is expanding or maturing, or in decline or revitalization, we provide a comprehensive diagnosis of the family’s assets and the family business through consulting, and offer comprehensive solutions for new business development, M&A exits, the establishment of a single family office, and succession planning for the family members, to help the company and its family members remain stable in the face of market volatility and business challenges, and to achieve sustainable long-term growth. Development
Family member succession planning Case implementation •Establishment of a single family office： Through interviews to sort out the needs and form a consensus among family members on asset goals Based on the consensus of family members, we build a top-level allocation framework and establish allocation management and operation workflows to help family members realize wealth control. Review the allocation framework and operation mode annually to continuously optimize and close to the needs of family development. •Help family members develop: Provide a three-step analysis framework to help family members understand their interests and talents and clarify their 3~5 year development goals By sorting out the opportunities and resources, selecting the appropriate development paths and resources to help them grow rapidly in their areas of expertise. Regularly review the development situation and focus on breaking through the obstacle points to ultimately realize the 3~5 year goals
Emerging Business Development Pain Point Analysis and Response Strategies •Lack of understanding of the new industry chain： Strategy: Conduct comprehensive industry research, including market analysis, competitor analysis, and research on upstream and downstream companies in the industry chain. Industry experts or consulting firms can be hired to provide professional advice to help family businesses quickly understand the new industry. •Inability to develop effective strategic pathways： Strategy: Establish a strategic planning team to develop clear strategic goals and implementation paths. This can be done through workshops, seminars, etc. to brainstorm and build consensus. •Inability to link effective customers quickly: Strategy: Utilize existing family business network resources for cross-border cooperation. At the same time, by attending industry conferences, exhibitions and other events, expand your network and quickly find your target customers. Case implementation: In the semiconductor industry, in-depth research was conducted to define strategic objectives and develop a strategy map path. Utilized family business network to establish communication with key customers to drive product definition and strategic partnerships.
Acquisitions and exits Pain Point Analysis and Response Strategies •Limited understanding of the financial industry and investor community： Strategy：Establish partnerships with financial advisors, investment banks and other organizations. Equip industrial entrepreneurs with an investor’s mode of thinking so that they can better utilize different financial partners to serve their goals. •Unfamiliarity with various exit routes and capital market programs： Strategy：Understand the advantages and disadvantages of different exit routes, understand the process and rules of IPO/M&A, etc., and define the capital path of the family business according to the development of the business and the needs of family members Case implementation：In manufacturing enterprises, by sorting out the upstream and downstream of the industrial chain, searching for potential buyers, assisting family members in preparing information, sorting out the exit path in the capital market, and assisting in negotiating and forming a consensus on the terms of the transaction. Through the implementation of the above strategies and cases, family businesses can better cope with the pain points of cross-industry transformation, and realize the sustainable development of business and the inheritance of family wealth。 |
