Historically, business stock has been held passively in trusts for years or the responsibility is delegated to advisors who often lack the right skills. We've developed a programs of managing business stock that benefits the business, founder, trustee and family and with the right metrics that inform.

1. All Rights Reserved@2016
Founder
Owned
Business
What the Days After CAN Look Like for
Administrator & Advisor, Trustee &
Family
What CAN the day after
look like for Founder &
Family?
B
Pre- Transfer or Correction, Post Transfer
Due Diligence and human issues are addressed
Agreed Outcomes, Reverse engineered
Clear Founder & Family Expectations of the transfer
Business Related Post Transfer
• Executing on factors influencing a price multiple
• Generating the returns that an active concentrated risk asset
provided in the first place
Founder & Family Related Post Transfer
The key to private assets is adherence to benefactor intent:
• Alignment of beneficial interests to benefactor intent
• Shaping an overarching strategy to ensure family
vision/purpose is acted upon long term
Putting These Together
• “GRRK” provides the strategy, the metrics and the actions
• Administrators and advisor learn to manage private assets,
with our assistance
• “Real” alpha often 2x, 5x or more, measuring tangible and
intangible assets
Happier outcomes & a clear path forward both individually & as a
family collective