_{Free Written Opinion}

To allow us to provide our initial observations, analysis and suggest proven solutions AT NO COST we need some important information which will be treated on a TOTALLY CONFIDENTIAL BASIS. No information will be passed or made available to a third party.

By providing the details by fax or mail, we will provide you with our written opinion covering:

Background - of your Family or Private business to ensure we understand the information provided and issues you are wanting to address

The Way Forward - our suggestions on steps you should take based on 20 years experience working with high net worth Family and Private Business owners.

Solutions - the benefit of a Business Mentor, what he could do and the likely professional costs.

To avail yourself of our Free Written Opinion please provide us with the following details

Your Name:                                                                       Age:

Title/Position/Occupation:

If involved in the business, her/ his Role:

Business/Company Name:

Address:

Tel:                                      Fax:                                        Mob:            

Email:

Home Address (if preferred for confidentiality):

Tel:                                      Fax:                                       Email:            

How long has the business been operating:    ____ years

Type of Business:

Generations Now Operating the Business:

  1st     2nd    3rd     4th        ( please circle one or more)

Annual Sales:  $___________                 

No. Employees:                  Permanent                    Casual

Names of all next generation family members, including spouses, indicating whether Active (employed in the business including position and years of service) or Passive (not employed but could regard the Business as part of their inheritance):

   Inadequate profits

   Too much a "one man band"

   Lack of Management Standards

   Business lacks direction

   Requires a better Management Team

   No planned exit strategy

   Next generation not committed

   Continuing as Family/ Private Business

   Sale of the company or business assets

   Partial / Total MBO

   Capital Raising/ IPO

Time Frame: 

 Now          2 yrs          5 yrs         10 yrs        Later       (circle)

Please identify which specific Issues concern you:   

(please tick)

Deciding Business future               

Future Ownership

Management Succession

Appointing Next CEO

Handling Succession Transition

Adequate Management Structure

Family Conflict

Performance Appraisals

Business/ Strategic Planning

Professionalising Management

Effective Directors Meetings

Effective Management Meetings  

Appointment of External Directors

Valuation of your Company or its business

Sale of your Company or its business

Preparing Your Company or Business for Sale

Funding a business Sale

Management Buy Out

Capital Raising               

Strategic Acquisitions                    

Equity Investment      

Income Protection/Trauma Insurance   

Loss of Profits Insurance                   

General Insurance              

Funding Sources               

Your Retirement Program

Review of your Will

Appointing Executors      

Other (please list):                                

On receipt of this information we will provide our Free Written Opinion (via the method of your choice) based on  details provided.