In a changing and increasingly global environment, the family businesses Spanish companies face an increasingly difficult market and with greater competition from large international companies.
family business Normally in the figure of the founder (or his descendants) the roles of both Shareholders, Directors and the Company (as an extension of the shareholder himself) are intertwined. Elements that differentiate in the corporate world and that family companies must be able to distinguish in order to provide the resources each element needs.
In this context, the family business is in a position to guarantee the continuity and growth of the company it operates. You should ask yourself whether the current partnership structure meets different needs. which may be required by the three elements discussed above.
A corporate operation tailored to the situation of each family business, Help solve needs and secure the future of the business It allows shareholders to diversify their assets (the portion of the company’s value that is converted into money), the management team to have a shareholder with new technical and financial capabilities that allow the business plan to be realized, and the company to have renewed pressure to bring you the best. the next level of growth for your business.
In addition, It is becoming increasingly common that acquisitions or integrations with other companies are part of the strategic plans of many family businesses.It allows them to gain size so that they can compete and grow in an increasingly competitive global market and thus combat the problem of size that Spanish companies currently have, which is significantly lower than the countries around us.
Successfully complete a corporate transaction
To successfully undertake For a corporate transaction, the family business must be prepared and have adequate advice before, during and after the transaction.
Factors such as level professionalizationHE management team, talent retention policiesroad map regarding ecological transition And Sustainabilityat the same time digital transformation Some features of the company are evaluated positively by investors and therefore the family business needs to work on them and take care of them in advance.
On the other hand, Legal and tax aspects of such operations are very important. To guarantee the interests of all parties involved and the achievement of expected objectives.
Regarding tax issues, Tax planning is very important Having an effective tax structure that allows minimizing the tax impact of the operation and identifying and correcting existing tax contingencies that may have a significant impact during negotiation.
When it comes to legal matters, It is important to get expert advice from the first contacts with investorsThus, an optimal structure is presented by focusing on the purpose of the transaction (whether shares or subsidiaries or certain assets or liabilities will be transferred) and different alternatives. regarding the payment of the feeThus, the expectations of investors and the family are aligned.