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Entrepreneurs
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.
01. Strategic Advisory Across The Lifecycle
Forming The Business
Establish Advisory Relationships
Business Structure
Estate Planning Coordination
GRAT, IDGT, Gifting
Exit Preparation
Investment Banking Process
Exit Readiness
Estate Freeze Transactions
IPO vs Private Assessment
Early Stage
Equity Compensation
Growth Considerations
Capital Raising
Private Wealth Advisory
Post Exit Planning
Family Governance & Family Dynamics
Wealth Transfer Techniques
Private Wealth & SFO
Concentrated Stock Considerations
Mid & Late Stage
Lending Solutions
Family Business Planning
Charitable Giving
QSBS
Family Office Creation
Administration
Accounting & Reporting
Investment Infrastructure
Wealth Preservation
02. The Family Business
We understand the importance of family businesses and the unique challenges they face. As a multi-family office, Mavros has helped hundreds 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
03. 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
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.
Mavros refers to Mavros Group Inc, and all of its respective subsidiaries and affiliates. Mavros Capital Management LLC, a registered investment advisor, provides investment advisory, family office, and other services to individuals, families, and institutional clients. Investment banking advisory services are offered through Mavros Partners LLC, Securities are offered through Finalis Securities LLC Member FINRA / SIPC. Mavros Partners LLC is not a registered brokerdealer, and Finalis Securities LLC and Mavros Partners LLC are separate, unaffiliated entities. Finalis Securities LLC, Office of Supervisory Jurisdiction is located at 450 Lexington Ave, New York, NY 10017, 800-962-0418.
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www.mavrosgroup.com (the "Mavros Website") is a website operated by Mavros Group, Inc. This website is for informational purposes only, is not an offer, solicitation, recommendation, or commitment for any transaction or to buy or sell any security or other financial product, and is not intended as investment advice or as a confirmation of any transaction. Products and services on this website may not be available for residents of certain jurisdictions. Please consult with a Finalis Securities’ registered representative regarding the product or service in question for further information. Investments involve risk and are not guaranteed to appreciate. Any market price, indicative value, estimate, view, opinion, data, or other information herein is not warranted as to completeness or accuracy, is subject to change without notice, and Mavros Group, Inc. along with Finalis Securities LLC accepts no liability for its use or to update it or keep it current.
Investing in private placements involves a high degree of risk. These investments may be illiquid, speculative, and subject to substantial restrictions on transferability. Investors may lose all or part of their investment and should only invest capital they can afford to lose. Prospective investors should conduct their own due diligence and consult with their legal, tax, and financial advisors prior to making any investment decision. For your reference, Finalis’ Form CRS describes the services that we provide, how we are compensated, and other important information about Finalis Securities LLC.