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Business-Owning Family Looks for Help to Sell Their Company

A business-owning family contacted FOX to help get a new CFO up to speed on issues prior to the sale of their company.

Solution:

The sale of a company involves many details, including getting the CFO up to speed on important information that will help achieve a successful sale. To ensure the new CFO was as prepared as possible, our team prepared introductory reading materials and overview on best practices for the CFO and Family; provided a tailored introduction with the relationship team to diagnose needs and issues related to new Family Office structure; provided contact with like-structured members for an idea exchange between executives; and monitored the progress of the new office and offered assistance as services grew and complexity increased.