Financial Advisors to Family Owned and Closely Held Businesses

SAMPLES

Serving as a trusted financial advisor to its clients, de Visscher & Co. designs, evaluates and implements often complex financial solutions to the capital, liquidity and wealth planning needs of the family owned and closely held businesses. In doing so, we assist our clients in continuously balancing the liquidity needs of shareholders, the capital needs of the business and the control preferences of the family.

"We understand the many challenges facing family companies and their owners because we deal with those issues everyday as advisors and as owners." - François de Visscher

de Visscher & Co.'s integrated financial advisory services span all of
the evolutionary stages of the life of the family company

Issues	Evolutionary Stage	Services We Provide
Corporate Strategic Development Long Term Family Strategy Management of Shareholder Expectations Professional Asset Management	Liquid Generation	Business Restructuring Corporate Acquisitions and Divestitures Diversification Opportunities for Family Wealth Wealth Management and Asset Allocation Services
Expanding Capital Needs of the Family Business Transition from Family Ownership to Family Control Ongoing Liquidity Needs of Multiple Minority Shareholders	Coalition Generation	Global Strategic Capital Sources Restructuring of Ownership and Assets Immediate and Ongoing Shareholder Liquidity Plans
Dichotomy in Economic Goals of Shareholders Increasing Liquidity Needs of Shareholders Strategic Capital Needs of the Business	Partnership Generation	Ownership Restructuring Liquidity Financing Growth Capital Financing
Ownership Transfer Balancing Personal Cash Flow with Business Capital Needs	Founder Generation	Estate Transfer Planning Business Capital Financing

We frequently work in conjunction with other family advisors and have also established a strategic partnership with Pitcairn Trust Company, a full-service financial management firm, now in its 75th year, having more than $2 billion in assets under management. Through this affiliation we are able to provide our clients with a unique combination of services designed to create shareholder liquidity and growth in shareholder value, as well as long term personal wealth planning and asset management.

For more information about our financial advisory services, please send us an email.