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Business management optimization and consulting

  • Private company shares are often the most valuable asset of our estate.

  • Many clients have built their wealth through private enterprise

  • Succession planning within the business is almost always a top priority for entrepreneurs

  • Succession planning of privately held company shares may include family member and may not, however a dedicated strategy is necessary regardless.

  • When we are working with our clients on estate planning, tax minimization and deferral, voting and management control of companies, potential sale of the company, and all the other complications of company ownership and succession planning it is often prudent to involve management consultants who are expert in such areas as

  • business strategy execution, preparing the company for sale, human capital management and succession, process and supply chain effectiveness.

GFP Alliance has developed strategic alliances with firms in the USA, Canada, and Europe who provide many of these consulting services and with whom we have worked successfully in the past. We will only recommend a firm where we know the principals personally, which have clear written and demonstrated values, that are successful mandate oriented and  take a client first versus fee first approach to every client.

Business Meeting
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