FOR FAMILY-OWNED BUSINESSES
Preserve Your Legacy. Professionalize for Growth.
Former Group CIO, HBX (€8.2B transaction value) · Executive in Cinven and EQT Portfolios · CIO of the Year 2019
We partner with founders, shareholders, and the next generation of leaders navigating the complexities of growth, governance, and succession. We provide the structured approach needed to build scalable systems, implement robust governance, and manage the sensitive dynamics of family-led transformation.
60%
Key-Person Dependency Reduction
2×
Revenue Growth
3-year
Succession Roadmaps
What I Do
From AI Ambition to Operating Reality
Clear scope. Defined timeline. Measurable outcomes.
Governance Gaps
Establishing formal board structures, decision-making protocols, and reporting mechanisms. Including AI impact on governance and family council considerations.
Succession & Transition
Developing clear, structured roadmaps for leadership succession and ownership transition. Career development for the next AI-native generation.
Professionalization & Scalability
Building the systems, processes, and talent infrastructure required to support scalable growth and reduce reliance on key individuals.
I also work with Revamp Advisors, a boutique advisory company alongside other high-profile ex-CIOs.
What You Get
Six Modules Tailored for Family Businesses
MODULE 1
Strategic Foundations & Value Blueprint
A strategic plan emphasizing legacy, family values, and intergenerational wealth preservation aligned to sustainable growth.
Key KPIs
- Strategy-to-Execution alignment score >90%
- Family council alignment on 3-year vision
Outputs
- Family-aligned strategic plan
- Board-ready strategy deck
- Initiative charters with family governance overlay
MODULE 2
Portfolio Acceleration & Market Dominance
Sustainable growth strategy focused on market positioning, risk diversification, and new ventures.
Key KPIs
- Revenue growth in target segments +20–30%
- Risk diversification across ≥3 revenue streams
Outputs
- Market positioning roadmap
- International expansion assessment
- Diversification plan
MODULE 3
Commercial Engine & Scalable Growth
Scalable systems for profitable growth and professionalization, reducing reliance on key individuals.
Key KPIs
- Sales productivity increase of 15–20%
- Key-person dependency reduction of 40–60%
Outputs
- Sales execution playbook
- Channel partner program
- Professionalization roadmap
MODULE 4
Transformation & Performance Uplift
Digital transformation, professionalization, and governance upgrades that modernize the business while respecting its heritage.
Key KPIs
- SG&A cost reduction of 10–15%
- Core process cycle time reduction of 25–35%
Outputs
- Optimized operating model
- Digital transformation roadmap
- Governance upgrade plan
MODULE 5
Execution Cadence & Governance Rigor
Formal governance, reporting cadence, and succession planning that professionalizes decision-making.
Key KPIs
- Board meeting cadence adherence of 100%
- Succession readiness score >85%
Outputs
- Governance charter
- Succession roadmap
- Family council framework
MODULE 6
Succession & Next-Generation Readiness
Structured roadmaps for leadership succession and ownership transition with next-generation career development.
Key KPIs
- Leadership pipeline depth ≥2 candidates per critical role
- Next-gen engagement score >80%
Outputs
- Multi-year succession roadmap
- Next-gen development program
- Ownership transition plan
How We Work
Sensitive. Structured. Results-Driven.
Discovery & Alignment
Understanding family dynamics, governance structures, and growth ambitions through confidential stakeholder interviews.
Strategic Blueprint
Co-developing a strategic plan that balances family legacy with commercial ambition.
Implementation
Working alongside your leadership to implement governance, professionalization, and growth initiatives.
Governance & Continuity
Establishing formal cadences, board structures, and succession checkpoints for long-term sustainability.
Illustrative Scenario
2× Revenue in 3 Years
Family Transition
Governance & Succession for Sustainable Growth
A second-generation family business with €80M in revenue faced a leadership transition and a governance vacuum. We facilitated the development of a formal board structure, a multi-year succession roadmap, and a professionalization plan that reduced key-person dependency by 60%. The business doubled its revenue over the following three years while preserving the family's core values and shareholder cohesion.
Hypothetical — representative of our combined track record
For Boards & C-Suite Leaders
The Operator's Briefing
A private quarterly communiqué on enterprise AI governance, agentic delivery, and the value-creation levers behind real transformation — curated for board members and operators. Not a newsletter.