Engagement One · Four Weeks · RM 670
Trading Family Strategy Reading
Designed for established trading families and small import-export businesses in the central and southern coastal regions whose leadership would benefit from a considered outside assessment of where the firm currently stands. Not an audit, not a strategic plan — a reading.
The engagement proceeds through extended conversations with the principal and one or two senior family members, a careful look at the current customer and supplier mix, and an honest examination of the arrangements that hold the firm together. The deliverable is a written summary of the questions worth considering as the firm prepares for the year ahead. It is intended for family use and held in strict confidence.
What is included
- Two principal conversations
- Customer and supplier mix review
- Written summary of findings
- Closing review conversation
- Strict engagement confidentiality
- Completed within four weeks