OWNERSHIP CONSULTING
Should the company’s self-determination be ensured, even in the event of an owner’s passing? Would you like to safeguard the company's mission in the long term? Should there be a binding commitment to customers, suppliers, or employees that the company cannot be sold?
Do the lived and communicated values feel misaligned with the legal reality – does the ownership structure feel like the wrong garment? Is a founding (or re-founding) of a company in steward-ownership on the horizon? Or should an existing company be transitioned into a tailored-made trust ownership structure?
The right ownership structure for the next phase
The company’s biography has already advanced, and the next developmental step in its journey is at hand – the quality and structure of ownership should be designed to fit?
Shaping your company's ownership structure in coherence with self-understanding, purpose, culture, and its business model.
Reflecting and designing ownership structures
We accompany owners (and families) through the multifaceted ownership process – reflecting on existing structures, shaping them in line with the present, and identifying a fitting ownership structure for the company’s future biography.
A tailor-made solution based on your needs
For a customized ownership solution, our consulting always centers on the needs of the owners, stakeholders, and the company itself. In this way, we help design solutions that are aligned with the company’s unique history, purpose, culture, and business model.
“What are the owner's needs for the future ownership and governance solution – and what is best for the company?”
A guiding question in our Ownership Consulting
Selection of possible themes in Ownership Consulting*
We see ourselves as your travel companion on the path to finding a fitting ownership solution.
Company Ownership
Deconstructing ownership and exploring the concept of steward-ownership with its diverse design options for ownership rights.
Entrepreneur Sparring
Sorting and clarifying themes such as ownership, financing, organization, and strategy across the private and organizational systems of the entrepreneur, family, owners, and the company.
Stakeholder Needs
Making the needs of existing owners, other stakeholders, and the company regarding the future ownership solution explicit in terms of the various ownership and co-determination rights.
Financial Compensation
Clarifying and quantifying the financial needs of owners (or families) as well as the scope, timeline, and instruments of financial compensation for current shareholders and investors.
Governance Reflection
Reflecting on the effectiveness of the current ownership and governance structures in the context of the company’s history, culture, and its business model.
Ownership Composition
Identifying the fitting constellation of owners (number, qualities, competence profiles, etc.) for the company’s purpose, business model, size, and values.
Advisory Board
Initiating and further developing advisory boards (family advisory board, employee advisory board, succession advisory board, innovation advisory board, etc.) and their governance.
Company Financing
Analyzing the existing company financing in the context of the ownership transition and structuring it coherently with the future ownership solution.
Compensation System
Reflecting on existing incentive and compensation systems and consciously adapting them to a trust or steward-ownership structure.
Please note
* Specialized lawyers and tax advisors from our network are available to handle the legal implementation of the ownership and governance solutions.
Clients about our Ownership Consulting
“Steward-ownership shows how ownership can be thought of in the 21st century: independent, value-oriented, and future-proof. Purpose Consulting accompanies entrepreneurs with competence and foresight on their way to their individual ownership structure.”
Daniel Freitag, Co-Founder of
FREITAG lab. AG & TOOLBIKE AG (translated)
“Working with Purpose Consulting was exceptional – the ownership process opened up completely new perspectives for me in terms of shaping my companies and repeatedly pushed me out of my comfort zone in a very enriching way. In regular entrepreneurial sparring sessions, we jointly developed a strong ownership and advisory board solution for the holding structure.”
Fabian Röken, Founder & Managing Partner of Nexus Social Business Ventures (translated)
“The individual support and guidance throughout the entire ownership process, including clarification of the financial compensation for the existing shareholders, enabled us to find an ownership structure that fully matches our self-image as entrepreneurs and as a company.”
Dr. Simon Berkler, Managing Partner of TheDive (translated)
Individual Process Support
​Our process support can take different forms depending on your needs and can be flexibly adapted to the topics and collaboration.
Formats range from group workshops to one-on-one sparring sessions – as unique as the processes themselves. Depending on your requirements, we define the best mode of collaboration together. All formats can be delivered both in person and digitally.
Our models of Ownership Consulting
Intensive Consulting:
We lead through the entire ownership process – from foundational questions of company ownership and stakeholder needs to the development of a tailored ownership and governance solution and its cultural as well as communicative anchoring in the company. In each workshop or sparring session, we work through the topics step by step, provide preparatory questions and materials in advance, and share documentation afterwards.
Extensive Consulting:
We support self-driven ownership processes as sparring partners. In joint sessions, we structure process streams and themes, define task packages for next steps, and offer support with prioritization.
We jointly reflect on the outcomes, and when needed, we deepen the process with targeted sparring sessions or workshops on specific topics.
For ownership processes to succeed, it is essential that all owners or voting rights holders are involved to a minimum extent – as only they can decide on changes to the ownership structure. In our experience, ownership processes unfold most effectively when entrepreneurs continuously engage with the associated questions and themes.
Please note
* Specialized lawyers and tax advisors from our network are available to handle the legal implementation of the ownership and governance solutions.
Our clients – from startups to SMEs and family businesses to corporations
Interested in collaborating with us?
We are honored to accompany people who consciously shape ownership, governance, and financing for their businesses and successions. We are happy to share further information about our consulting and conditions upon request.