Board Advisory and Family Succession

It can often be difficult for family companies or small to medium size businesses to address issues or to resolve tension or disputes. We can assist with operational or strategic reviews on specific matters or more generally. Both Jon and Brett can also act as an independent facilitator or corporate adviser to SMEs and family businesses.

We will use our interpersonal experiences and skills to listen to the parties and constructively participate in a process of designing succession plans, family business constitutions or protocols to provide certainty.

Both Jon and Brett are available to facilitate or independently chair formal or informal meetings and conduct private and confidential meetings to assist the family members or business stakeholders resolve any impasse or structure a succession plan.

We can be retained to sit on a business or family board as an independent advisor.

All assignments will be undertaken on a fixed fee basis.

Jon and Brett will be with you all the way, guiding you through the process and making it as easy as possible to find strategic solutions.

Other Services

Mediation / Arbitration / Facilitation

CC Strategic Advisory assists companies, family businesses and individuals to quickly identify issues at the core and will proactively work with the parties to find a way to resolve them.

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Financial Restructuring and Risk Management

CC Strategic Advisory uses their corporate and legal experience to review and identify structural and operational risks.

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Professional Services, Management and Consultancy

CC Strategic Advisory can facilitate family boards and professional service providers with strategic advice and structuring.

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Probity

CC Strategic Advisory’s unique combination of commercial and legal expertise  ideally supports government departments and companies to put in place a robust probity plan and process, if required, and assist with regular reviews for compliance.

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Corporate and Commercial Transactions

CC Strategic Advisory assists both bidders/acquirers and targets/sellers in preparing for or defending commercial transactions.

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Board structuring and performance

CC Strategic Advisory can assist chairs and boards on board structuring and board performance matters.

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Shareholder matters

CC Strategic Advisory has a lot of experience in addressing shareholder matters which enables us to assist in discussions with and resolve disputes concerning shareholders.

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CC Strategic Advisory

Level 5, 63 Pirie St, Adelaide SA 5000 | 08 8228 1103

Call Jon Clarke on 0411 126 358 or email: jon@ccstrategicadvisory.com.au
Call Brett Cowell on 0403 307 789 or email: brett@ccstrategicadvisory.com.au

Contact Us

Jon Clarke – Advisory