Family Enterprise Services | FTI Consulting

Family Enterprise Services

Corporate Finance & Restructuring | Public Sector

February 12, 2019

Families and individuals who have created or inherited substantial wealth face significant challenges. One such challenge is managing the impact of wealth upon current and future generations. The best prepared have worked toward controlling risk and anticipating the unanticipated. FTI Consulting Family Enterprise Services (“FES”) exists for the very purpose of supporting our clients in protecting, preserving and enhancing their wealth.

The FES group is becoming the foremost consulting firm for family offices and their business interests. The hallmark of the firm is the caliber of our advisors. Our professionals specialize in business management, accounting, research, tax and economics. We are dedicated to bringing best-in-class solutions to solve the complex issues families face today.

Situation

A family office created after a health care biotech founder’s liquidity event asked FTI Consulting for assistance in creating a platform for funding health care companies with significant upside potential. At the time of engagement, a potential target was in their sights.

Our Approach

Our Transaction Services group identified a team with deep health care expertise, whose consultants performed comprehensive due diligence, including quality of earnings, working capital requirements, current industry drivers and financial and HR risk factors. FTI Consulting’s tax advisors assisted with identifying the most advantageous tax structures as well as regulatory and compliance issues.

Our Impact

The client successfully negotiated and closed the transaction. As a result of advising the client during the acquisition, we were able to identify and recommend best practices in building a platform going forward, including treasury, accounting, HR and other functions.


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