Capital Decision Review: choosing with the consequences in view
In brief. The Capital Decision Review compares, in three to four weeks, the options open to an owner before a capital decision: selling, opening the capital, taking value out or passing the business on. Each option is costed on the company's real accounts and judged on what it does to value, debt, control and the family.
The decisions it covers
| Your question | What the review settles |
|---|---|
| Is now the right time to sell, and what is the business worth? | Value range, points a buyer will challenge, terms to negotiate |
| How much can I take out without weakening the company? | Recap, owner buy-out, sale and leaseback, partial sale compared |
| Should I open the capital, and to whom? | Fund, family office, strategic partner, listing |
| Who will own, run and receive what? | Succession scenarios, family buy-out, holding, foundations |
What you receive
- A 10 to 15 page decision memorandum: summary, financial position, options compared, risks, recommendation.
- An execution map: who does what (lawyer, notary, tax adviser, bank) and in which order.
- A session with the owner, the board or the family.
How it connects
The review builds on a diagnostic (MarginIQ or ControlIQ) when the figures need to be made reliable first. Once an option is chosen, Owner's Side supports its execution.
The team
Every mission is carried out by a dedicated team of senior specialists, overseen by our founder, Noria Bacha. All have spent most of their careers in the Big Four and in transaction services firms, working for the most demanding clients. Every deliverable is reviewed by a second senior before it reaches you.
Facing a decision like this?
We read every request personally and reply within 72 working hours when we believe we can be useful. The first review is free and without commitment.
Request a review