MAVROS
Entrepreneurs
Strategic Advisory Across The Lifecycle
We help private business owners identify, protect and maximize value in their enterprises. Whether it's a third party exit, creating a wealth producing strategy or family succession plan, this is often times the most important window of a lifetime. We roll up our sleeves to certify we understand not only your transactional goals, but your family governance and family dynamic priorities to ensure full alignment pre & post transaction. Grow the value of your business with proven strategies suited to your legacy.
Forming The Business
Early Stage
Mid & Late Stage
Exit Preparation
Post Liquidity Planning
Advisory At Every Stage
-
Establish Advisory Relationships
-
Business Structure
-
Insurance Needs
-
Estate Planning Coordination
-
Basic Estate Planning Documents
-
GRAT, IDGT, Gifting
-
Equity Compensation
-
Growth Considerations
-
Capital Raising
-
Private Wealth Advisory
-
Pre Liquidity Valuation
-
Early Exit Planning Advisory
-
Exit Readiness​
-
Lending Solutions
-
Family Business Planning
-
Charitable Giving
-
QSBS
-
Wealth Transfer Techniques
-
Gifting Techniques
-
Estate Freeze Transactions
-
IPO vs Private Assessment
-
Family Governance & Family Dynamics
-
Single Family Office Setup
-
Concentrated Stock Considerations
-
Concentrated Position Lending
Succession
What Legacy Do You Want To Leave?
A succession strategy for a family-owned business is a complex, delicate and oftentimes extremely stressful process. Whether it’s a strategic sale or change in leadership, planning years in advance is not only critical but also will help alleviate family conflict. At its core, every family's wealth preservation plan should have a foundation of family cohesion, transparency and trust. A poor family governance system with major disconnects on value, passion and direction reflects entropy and is a recipe for disaster. 
The Family Business
We understand the importance of family businesses and the unique challenges they face. As a multi-family office, Mavros has helped thousands of families around the world build a strong foundation for the family and the enterprise that lasts for generations. Through best practices and innovative approaches, we help secure legacies by providing sophisticated advice regarding family governance, family dynamics, thoughtful transition planning, next generation alignment, trust and estate planning and tax advisory.
Succession & Continuity
Ensuring a smooth transition of education, values, capital, and legacy
Conflict Resolution
Creating effective family governance & family dynamic structures to succeed
Next Generation
Developing the required skills to be good owners, leaders and stewards
Ownership Alignment
Working together to make unified decisions in everyone's best interest
Family Education
Incorporating the human, intellectual and financial capital of the members
Strategic Planning
Achieving both the vision of all family members and the business
ESOP Advisory
We understand not every business owner seeking an exit desires to IPO or sell to a strategic acquirer. A potential option may be an Employee Stock Ownership Plan (ESOP), where Mavros can help assure that your company's shareholders, management, and employees profit from the unique benefits that ESOP transactions can bring. This effective alternative will transition ownership to management and employees while providing an attractive level of personal liquidity and maintaining operating control.
Preliminary Analysis
IRC & 1042 Design
Feasibility Study
Repurchase & Funding
ESOP Implementation
Employee Presentations
We Are Delighted To Help.