Family-owned businesses and private business owners are looking for insight, guidance and technical expertise when planning and preparing to grow or transition. Whether growing your business means rapidly finding cash, financial restructuring or acquiring another company, we can help you at all parts of your journey.
How we can help
- Family Office creation and professionalization
- Business strategy and implementation
- Business succession planning
- Business continuity and contingency planning
- Transaction advisory – business valuation, liquidity and exit planning
- Rapid performance improvement
- Human capital – compensation, roles and responsibilities
- Digital transformation and technology
- Cybersecurity and risk management
Learn more about how we can help
Frequently asked questions (FAQs)
KPMG Family Office provides a range of deal advisory services, including mergers and acquisition services, buy/sell due diligence, business succession planning, market analysis, business valuation, debt strategy, restructuring, and more. Our proactive, trusted advisors work closely with you and your family to:
- Navigate and optimize the mergers and acquisitions process
- Analyze the market and determine M&A strategy
- Plan for succession
- Value your business
- Find the right buyers/partners
Deal advisory professionals at KPMG Family Office can provide objective, actionable advice to help you minimize risks and unlock, drive and preserve value for your business. Our advisors offer you deep knowledge and experience across the deal lifecycle, delivering enhanced growth and transition solutions.
Family business succession comprises two broad processes: management succession and the ownership succession. Through family communications, management processes, leadership succession strategies and dispute resolution procedures, family businesses can arrive at informed decision-making, aligned family members, and increased comfort levels.
When it comes to your family business transition, many owners are concerned about a lack of interest among the next generation. There are a number of ways to build interest in the next generation, such as:
- Involving them early in discussions on family values, goals, the family business and family wealth
- Involving them in family meetings about the business
- Having candid conversations about the intentions of both generations
You, your family and your business require risk management professionals who understand your long-term strategic vision, with the confidence that comes from deep industry knowledge and experience with similar enterprises. Our proactive, trusted advisors work closely with you and your family to help ensure effective risk management by:
- Detecting and responding to cyber risk
- Protecting your privacy, identity and reputation
- Managing third-party risk
- Creating a protected it environment
- Monitoring and complying with regulatory requirements
Our advisors help family businesses by addressing complex risk management issues, creating and protecting sustainable business value, and transforming risk into a strategic advantage. We help in a range of areas, such as credit risk management, market and treasury risk, operational risk management, and regulatory advisory.
Cyber attacks and breaches are on the rise globally, and they can have significant impacts on a business, including financial and reputational costs. For successful individuals, their families and their businesses, having a cyber security risk management strategy in place is critical. An effective strategy helps keep security up to date and ensures the appropriate policies and procedures are in place to both prevent and respond to a cyber breach.
Family businesses are unique, and so are their risks. By recognizing and managing risks as they arise, you will have the potential to reduce their impact. There are many benefits to addressing risk management. A strategic and effective approach to risk management can help improve decision-making, increase accountability, focus resources in areas of highest risk, and increase your success in meeting business objectives.
