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Entrepreneurs

We help private business owners identify, protect and maximize value in their enterprises. Whether it's a third party exit, creating a wealth producing strategy or family succession plan, this is often times the most important window of a lifetime. We roll up our sleeves to certify we understand not only your transactional goals, but your family governance and family dynamic priorities to ensure full alignment pre & post transaction. Grow the value of your business with proven strategies suited to your legacy. 

Strategic Advisory Across The Lifecycle

Forming The Business

Establish Advisory Relationships

Business Structure

Estate Planning Coordination

GRAT, IDGT, Gifting

Exit Preparation

Investment Banking Process

Exit Readiness

Estate Freeze Transactions

IPO vs Private Assessment

Early Stage

Equity Compensation

Growth Considerations

Capital Raising 

Private Wealth Advisory

Post Liquidity Planning

Family Governance & Family Dynamics

Wealth Transfer Techniques

Private Wealth & SFO

Concentrated Stock Considerations

Mid & Late Stage

Lending Solutions

Family Business Planning

Charitable Giving

QSBS

Family Office Creation

Administration

Accounting & Reporting

Infrastructure

IPS & Wealth Preservation Process

The Family Business

We understand the importance of family businesses and the unique challenges they face. As a multi-family office, Mavros has helped thousands of families around the world build a strong foundation for the family and the enterprise that lasts for generations. Through best practices and innovative approaches, we help secure legacies by providing sophisticated advice regarding family governance, family dynamics, thoughtful transition planning, next generation alignment, trust and estate planning and tax advisory. 

Succession & Continuity

Ensuring a smooth transition of education, values, capital, and legacy

Conflict Resolution

Creating effective family governance & family dynamic structures to succeed

Next Generation

Developing the required skills to be good owners, leaders and stewards

Ownership Alignment

Working together to make unified decisions in everyone's best interest

Family Education

Incorporating the human, intellectual and financial capital of the members

Strategic Planning

Achieving both the vision of all family members and the business

Succession

What Legacy Do You Want To Leave?

A succession strategy for a family-owned business is a complex, delicate and oftentimes extremely stressful process. Whether it’s a strategic sale or change in leadership, planning years in advance is not only critical but also will help alleviate family conflict. At its core, every family's wealth preservation plan should have a foundation of family cohesion, transparency and trust. A poor family governance system with major disconnects on value, passion and direction reflects entropy and is a recipe for disaster.  

ESOP Advisory

We understand not every business owner seeking an exit desires to IPO or sell to a strategic acquirer. A potential option may be an Employee Stock Ownership Plan (ESOP), where Mavros can help assure that your company's shareholders, management, and employees profit from the unique benefits that ESOP transactions can bring. This effective alternative will transition ownership to management and employees while providing an attractive level of personal liquidity and maintaining operating control.

Preliminary Analysis

IRC & 1042 Design

Feasibility Study

Repurchase & Funding

ESOP Implementation

Employee Presentations

  • LinkedIn

(424) 324-2631

info@mavrosgroup.com

Beverly Hills

New York

Dallas

San Francisco

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