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CONSULTING - PEOPLE - FAMILY BUSINESS & SUCCESSION
WE HELP YOU PASS THE BUSINESS ON, INTACT.
Succession, governance, and value creation for founder- and family-owned businesses — so the next generation inherits something stronger, not just older, and the transition creates value rather than friction.
One of the most consequential transitions an owner faces — and one where judgment beats scale.
▪ What you get ▪ | • Talk to us • ┃ What it is | What you get | How we work | Where it lands | FAQ
WHAT IT IS
Passing a business to the next generation is among the hardest things an owner will ever do. It is at once deeply personal and strictly commercial, and most family businesses approach it with neither the governance nor the plan it deserves. This service brings both — succession that's actually ready, governance that makes decisions clean, and a family charter that keeps the peace.
But succession is also a value event. Done well, a transition is a chance to make the business stronger — to professionalize, to recapitalize, to bring in outside capital or partially cash out a generation — not merely to hand over the keys. That's where Aadi Projects structure is unusual: the same firm that handles the human transition can, through Capital, handle the financial one.
We treat the family and the business with equal seriousness, and we tell it straight — the candor that family situations often lack from advisors who are afraid to. Where a transition involves a recapitalisation, a partial sale, or bringing in a partner, it flows directly into Capital's Investing arm and Capital Services.
WHAT YOU GET
Engage one or several — most clients start with the sharpest one and expand.
Succession planning
The next generation, genuinely ready — roles, timeline, and development mapped.
Governance
Clear roles and clean decisions — a board and structure that actually function.
Next-gen transition
Leadership that holds — the handover designed to succeed, not just happen.
Family charter
The agreement everyone signs up to — the rules that keep the family and the business whole.
Value creation
The business stronger, not just handed over — professionalized and growing.
Recapitalisation & liquidity
The value event, when there is one — partial sale, outside capital, or buy-out, with Capital.
How we work with you
Scoped to the outcome, not the hours. Most engagements start with a short readiness conversation, then take one of these shapes.
Build sprint
A fixed-scope build that ships a working system in weeks — not a phased programme that never lands.
Embedded operator
We sit inside your team and run the function until it's self-sustaining, then hand it over.
Readiness program
We get you ready for what's next — a raise, a sale, an AI rollout — and close the gaps first.
Fractional capability
A senior CFO, CMO, CSO, CHRO, or CTO for as long as you need one — full weight, part time.
Principal partnership
Where we believe, we put skin in — capital alongside you, or work for a share of the upside.
PACKAGES
Productized entry points — clear scope, clear outcome.
Succession Readiness
The plan, the governance, and the timeline — so the transition is ready well before it's needed.
Family Charter
The agreement that keeps the peace — roles, rules, and decision rights, agreed and documented.
Transition & Value
Leadership handover plus a value event — recapitalisation or partial sale, handled with Capital.
WHERE THIS LANDS
Organisation work lands hardest where people, complexity, and change collide.
⬜ Family & Founder-Owned Business
Build - Succession, governance, and value creation.
Back - Principal positions in family businesses in transition.
🟩 Healthcare & Life Sciences
Build - Succession in owner-led health businesses.
Back - Transition positions where trust matters.
🟪 Manufacturing & Industrials
Build - Generational transition in asset-heavy businesses.
Back - Asset-aware and transition positions.
🟫 Consumer, Retail & D2C
Build - Hand-over and professionalisation of founder brands.
Back - Special situations and transition.
When a transition becomes a value event, our Capital arm handles the financial side — investing, structuring, and execution.
Pairs with —
■ Capital · Family businesses in transition ■ Capital Services · Structuring ■ Transformation · Professionalise
■ Strategy · Value creation
QUESTIONS, ANSWERED
Both — that's the point. We treat the family transition and the business value event with equal seriousness, and the same firm can carry both.
Then it flows into Capital. A recapitalization, partial sale, or bringing in a partner is handled by our Investing arm and Capital Services, alongside the succession work.
Often that's exactly the starting point. Governance and a family charter exist to turn disagreement into clear, durable decisions — handled with candor.
No. Judgment matters more than size here. We work with founder- and family-owned businesses across the corridor, at the scale where the transition is real.
Tell us where the business and the family are in the transition. We'll bring the plan, the governance, and — when it's a value event — the capital.
Talk to us →
