For family businesses
Succession, restructuring and outside capital, planned in the open
In a family business, a deal is rarely only about money. It touches who runs the company next, how siblings and cousins share ownership, and what happens to people who have worked there for decades. Synerger helps you plan these changes step by step and keep a written record of what the family agreed.
Where you might be
Situations we see often.
Four moments when a deal stops being an idea and starts asking for documents, decisions and time.
- Your children are taking overA second generation textile family in Surat is planning how the founder's shares, roles and properties pass to two sons and a daughter. Each has different hopes for the business.
- Branches of the family want different thingsOne branch wants to grow, another wants cash out. A buyout of one side, a demerger or a sale of part of the business may each be on the table.
- Businesses and assets sit in many entitiesOver the years the group has picked up partnerships, private companies and property held in personal names. Tidying this up comes before any sale or investment.
- You are thinking about outside capitalA private equity fund or strategic partner could fund growth, but the family needs to understand what board seats, reporting and exit rights would mean.
How Synerger helps
The platform and the advisers, where they fit.
- Plan the structure with your CAOur financial and risk advisers map the group's entities and set out the restructuring, tax and governance options.
- A written record of decisionsMeeting agendas, action items and a decision log keep a clear account of what the family agreed and who is doing what.
- Governance and rolesOur business and management team helps define roles, reporting lines and a board that works for both family and professional managers.
- Read before the first meetingA guide to management buyouts and family succession explains the common routes and the questions each one raises.
Before you start
Questions worth answering early.
Most of them take some work to answer, and they are where an engagement usually begins.
5 questions · before the first meeting
- Who will run the business in five years, and does everyone in the family accept that?
- Which entities and properties belong to the business, and which to individuals?
- How will family members who do not work in the business be treated fairly?
- What would make the family willing to bring in an outside investor or buyer?
- Is there a will, a family settlement or a shareholder agreement that already decides some of this?
Questions
From family businesses
Is this a legal or tax service?
No. Our advisers help you plan and run the process, and they work with your CA and lawyer, who give the legal and tax advice and draft the documents.
Can family members see only what concerns them?
Yes. Access can be set per person and per folder, so personal documents and sensitive discussions stay with the people who need them.
Do we have to sell anything to work with you?
No. Succession, governance and restructuring work often involves no sale at all.
Free tool · Deal readiness score
Know where you stand before a buyer looks.
21 questions across the seven areas a buyer tests. You get a score out of 100, your strongest and weakest areas, the five actions that matter most before going to market and an indicative timeline.
Get your scoreAbout eight minutes · No sign up · Indicative
- Financial records20
- Legal and corporate15
- Tax15
- Contracts and customers15
- People10
- IT and data10
- Owner dependence15
Next step
Tell us where you are in the deal. We will show you how we would run it.
A thirty minute confidential call with an adviser. You leave with the steps, the documents you will need and where the risks usually sit.