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Balancing family and business needs with individuals’ skills and aspirations and forming healthy partnerships and collaboration between members of various generations, are at the foundation of successful continuity. AMI’s expertise in personal development and in partnerships’ relations, help our clients reach new solutions, define suitable roles and develop effective multi-generational partnerships.

Making a decision to sell a family business and carrying out the process while keeping family relations intact is a challenge that requires professional guidance. Likewise, investors wishing to invest in a family-owned business would profit from a due diligence process that assesses the internal make-up of the business including ownership, management, organizational culture and the potential for partnership. AMI works with business owners and investors alike to bring the selling of a family business to a successful and fruitful finish for both sides.

Once clear differentiation has been created between ownership, management and family, AMI assists its clients in deciding on the Board's composition, finding external members to serve on the Board and monitoring the launch of the Board of Director.

AMI conducts 1-2 days workshops, designed for the owners and their families. In the comfortable atmosphere of a retreat, away from their everyday stresses, they discuss issues of continuity, estate planning, future ownership and future development of the business. Often these workshops are remembered as the turning point in the life of the family and the owners. Once the direction is clear and agreed upon, the journey can take off.

AMI helps to set in motion written agreements that monitor the family’s conduct on issues of governance, ownership, and continuity. Establishing agreements like these are critical in creating harmony within the family and within its business relations. AMI facilitates the process of formulating family agreements while creating family consensus around the essential issues.

"When we wanted to establish our family institutions, develop ownership strategies, enhance family members' careers and execute our succession plan, AMI was there. Through coordinated teamwork, we obtained the commitment of the entire family to get the work done."

AMI conducts 1-2 days seminars on diverse issues regarding continuity, family agreements, ownership-management relations and other topics. Seminars can be open to the public or custom designed for a specific audience. Attorneys, accountants and family business leaders are often invited as guest lecturers.