SERVICES
Business Consulting & Family Advisory
Tailored Strategies for Family Businesses
Obstacles arise in all family-owned and closely held businesses. Some are predictable, while others emerge unexpectedly. At Interchange Capital Partners, we facilitate candid generational discussions to understand your history, vision, needs, and personal goals. Using this insight, we create customized strategies for every stage of your journey.
KEY MISTAKES
OWNERS MAKE -
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By examining your balance sheet, financials, and intangible assets like brand reputation, we identify and aim to optimize value propositions to enhance your company’s overall value.
Valuation
Managing multiple shareholders while navigating family dynamics and long-term plans can complicate the business valuation process.
Growth
Failing to evolve with changing family dynamics and priorities can hinder growth.
Our Family Business Advisors can assist in targeting growth with a goal of scaling your business, diversifying holdings, exploring acquisitions, and expanding into new markets to ensure growth is aligned with family goals.
We work with your legal team to help identify advantageous legal structures for your family and business, endeavoring to minimize risks and optimize management efficiency.
Entity Structure
The legal structure of your business and ownership can significantly impact liability, tax exposure, and management requirements.
Interchange utilizes various assessments and skills testing to accurately match candidates with roles based on their character profiles, promoting optimal fit and performance.
Role Optimization
Selecting the wrong candidate for a role can hinder progress and disrupt operations.
Conflict & Resolution
Conflict within family businesses can impede understanding and alignment with long-term goals.
Our Business Consultants assist in identifying imbalances in ownership and profit shares and recommending corrective actions.to endeavor to create a unified plan, preventing tensions and unrealistic liquidity demands.
Performance and Distribution
Allowing discrepancies between ownership percentages and shareholder profit shares can lead to conflicts and misaligned incentives.
Future Vision
Future growth can be stifled due to your operating structure and shareholder arrangements.
We facilitate agreements to manage distributions and structure your business to seek to maximize earnings and manage distributions going forward.
What Makes Interchange Different
We simplify the family business lifecycle with our Clarity Foundation™. Our initial 180 days involve:
Clarity
Getting a clear history of your family, business, and ownership history from inception to the present day
First 30 Days
Understanding
Explore strategies that get your company on track, aiming for success.
Next 60 Days
Action
Develop and begin executing the detailed action plan.
Next 90 Days
To learn how we can help you, set up a consulting session with one of our Business Advisors today.
Enduring Success
The tax and legal information contained herein is general in nature. It is provided for informational purposes only and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.