FAMILY BUSINESS PARTNER
WE ARE BEYOND FAMILY BUSINESS
Moraleja Partners is an independent advisory firm in creating value for the family business legacy.
Legacy is the character of any business family
Family Business Partner
Moraleja Partners operates with family business to diagnose problems, find solutions, implement them and monitor their operations for a successful transition and succession
- Family origin,
- professional experience in the company,
- and the education degree.
FAMILY BUSINESS SUCCESSION
Make field decisions in the company and in the family
Lead the generational change and transition

Stay together or apart

Governing and managing the family business
Make decisions in the company and in the family

Planning the succession or sale
Transfer ownership and control in an orderly manner
AT A GLANCE
THE FAMILY BUSINESS IN SPAIN
Within the family business, several generations of the same family coexist with different roles
Family businesses account for 89% of all Spanish private companies
1.1 million family businesses
They create 67% of private employment, with a total of more than 6.58 million jobs
54% of the ownership of family businesses is still in the hands of the 1st generation
38% of government bodies have a management team
Only 8% have a Family Assembly, and only 12% have a Family Council
62% of family businesses do not have a Family Council
without a board of directors
signs that indicate the need for the business family to do something about it...
- There is no structured business plan
- Cash flow stress
- Stagnant sales and lower margins
- It is considered that the profits can be x2 or x3
- Dealing with the competition
- Improve human capital to access new markets
- Family bodies need useful information
- Low levels of efficiency, motivation and involvement
- Existence of internal conflicts that stress decision-making
- No relief. There is no next generation
Turning to external help in most cases is the best efficient and operational practice for there to be an orderly succession
WE ARE BEYOND FAMILY BUSINESS DOSSIER
HOW WE SUCCED
SUCCESSION PROCESS FOR THE LEGACY OF THE BUSINESS FAMILY
INVEST
VALUE ORIGINATION
Build a stronger family
Family members must immerse themselves in a consensual living process to work in peace and harmony. A first stage on the bases that have to be worked as a family to live successfully in the company. Understand the need to stay together, not necessarily together, to resolve disagreements and conflict situations that arise in the future as a result of a relationship between business and family.
GROW
VALUE CREATION
Create value for shareholders and operate the company
The members of the family have to agree on how they will make the decisions to ensure that what has to be done is done in an orderly manner and to make what was reflected in the first stage a reality. You have to learn to make decisions independently between the different government bodies that make up the scope of action of a business family. Internal family conflicts that strain decision-making must be overcome.
TRANSFER
VALUE RECOVERY
Safeguard and increase family wealth/heritage
The members of the family have to agree on how they will make the decisions to ensure that what has to be done is done in an orderly manner and to make what was reflected in the first stage a reality. You have to learn to make decisions independently between the different government bodies that make up the scope of action of a business family. Internal family conflicts that strain decision-making must be overcome.
WHAT DO WE DO
…along two decades
Preparation of Succession Plans and Family Protocol
Independent advisory body
Participation in the Family Council
Trusted advisors for the connection between family and business Strategy and business development
Remuneration, compensation and benefits systems
Creation of governance model
Facilitator in the resolution of business conflicts
Advisor in investment processes, mergers and acquisitions
Family Office & Estate Planning
Due Diligence in Succession
HOW WE SUCCED
A STRATEGIC PARTNER FOR BUSINESS CONTINUITY
Trustworthy people to talk to and resolve conflicts
Neutrality / Impartiality
External vision: we bring freshness and a different approach
Track record in other sectors
Networking: we establish new links and relationships
Greater efficiency: allows concentration to grow
We incorporate professionalism and good practices in a short time
We generate new habits: working outside the comfort zone
Ability for the small details that make the difference
We diagnose problems and propose practical solutions
Opportunity cost: we are a determined and temporary cost
Able to improve the business without increasing staff