Now It’s Time to Secure the Future.
Vicari Advisory helps private and family business owners build enduring companies that create shareholder value by navigating the growth and transition of their businesses with clear strategy and a focus on results, proven over four decades of experience.
Let’s TalkI've successfully guided owners through pivotal moments when the decisions are tough, the stakes are high, and the future of the business and family are on the line.
I help owners work through these challenges with clarity, insight and significant experience, so they can move their business forward with confidence.
You Spent a Lifetime Building?
May Be The Hardest Question You’ll Ever Face
For most owners, the business isn’t just their largest asset—it’s their legacy. It’s personal. Eventually, every owner faces the same difficult question: What should I do with the business I spent my life building? Answering that question is one of the most challenging and difficult decisions an owner will ever make. The stakes are high, and the issues are complex given the unique attributes of private and family business ownership:
- Capital is scarce and expensive
- Private company stock is illiquid, hard to value, and hard to transfer and sell
- Family ownership often creates increased complexity
- Ownership transition & succession carry significant emotional weight at a business and personal level
Common Questions
I Help Answer
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How do I build my company to have the most transition options available to me?
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How do I allocate capital to create the most value in my company and also build my personal balance sheet?
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How do I put my company and myself in the best position for a successful transition?
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How can I implement family governance policies, so the transition is smooth?
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What are the different transition options and related tradeoffs?
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I built the business on my terms; can I achieve multiple non-money goals in my transition plan?
Real Strategy Executed Right
I work directly with private and family business owners on the issues that matter most: growth, transition, and long-term value creation. This is not one-size-fits-all consulting. It’s hands-on guidance from a voice of experience, tailored to the realities of your business, with a rigorous focus on execution and results.
View Services-
1.
Transition and
Succession Strategy -
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Strategic
Finance -
3.
Performance and
Value Creation -
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Family
Business
Let’s Talk
If you’re starting to think about what’s next for your business, I’m here to help. Fill out the form below, and I will be in touch.
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