Four-Week Engagement · RM 670
Trading Family Strategy Reading
Designed for established trading families and small import-export businesses whose leadership would value a candid outside assessment of where the firm presently stands. The engagement begins with extended conversations with the principal and one or two senior family members — not a questionnaire, but a proper sitting.
We take an honest look at the current customer and supplier mix, the informal arrangements that hold the firm together, and the pressures visible from where we sit that may not be visible from within. The deliverable is a written summary — plainly worded — of the questions worth considering as the firm thinks about the year ahead.
Held in strict confidence. The document is for family use; we do not prepare it for external investors or banks.
What is included
- Two principal conversations
- Customer and supplier mix review
- Written strategy summary
- Confidential family document
- Completed within four weeks