SERVICE CATALOG: SMART HERITAGE CONSULTING (SHC)
Role within the group: Flagship division, offering strategic advisory and project coordination.
SERVICE CATALOG: SMART HERITAGE CONSULTING (SHC)
Role within the group: Flagship division, offering strategic advisory and project coordination.
1. COMPREHENSIVE BUSINESS RISK AUDIT
(“Business Technical Review”)
Analysis and mapping of key operational, financial, legal, and succession risks.
Identification of “hot spots” threatening business continuity or asset value.
Prioritization of threats with recommendations for immediate remedial actions.
2. STRATEGIC BUSINESS SUCCESSION PLAN
(“Company Handover Roadmap”)
Development of succession scenarios (external sale, family transfer, management buy-out).
Analysis of the company’s readiness and potential successors for the transfer process.
3–5 year action plan with key milestones.
3. OWNERSHIP STRUCTURE OPTIMIZATION
(“Secure Holding Architecture”)
Design or restructuring of corporate groups to separate assets and risks.
Advisory on efficient capital flow, dividends, and financing.
Recommendations on company locations (domestic/offshore) tailored to the business model.
4. PERSONAL ASSET PROTECTION PROJECT
(“Asset Firewall”)
Strategies to separate personal assets from business liability.
Advisory on protective tools (trusts, foundations, legal structures).
Coordination of implementation with lawyers (SHL) and finance specialists (SHA).
5. BUSINESS SALE PREPARATION PROGRAM
(Exit Planning)
Company valuation and identification of key value drivers.
Remediation and “enhancement” plan prior to due diligence.
Defining the profile of the ideal buyer and support in initial contacts.
6. CRISIS MANAGEMENT & BUSINESS RESILIENCE
(Business Resilience)
Procedures for unexpected events (death of a shareholder, serious accident).
Review and strengthening of processes ensuring business continuity.
Executive training in crisis management.
7. STRATEGIC REVIEW & ADVISORY
(Ongoing Strategic Oversight – subscription)
Quarterly review meetings with the Owner/Board.
Monitoring of implemented plans and strategic KPIs.
Ongoing advisory on opportunities and threats.
COORDINATION: SHC services often engage the group’s subsidiaries (SHL, SHE, SHM, SHD, SHA). SHC acts as coordinator and guarantor of delivering a comprehensive solution.