Advisory

Independent Advisory for High-Consequence Ownership Decisions

The Generational Wealth Institute™ provides independent advisory engagements for founders, business owners, families, investors, and institutions facing significant ownership decisions.

Book an Ownership Decision Review™

Ownership Decision Review™

Clarify One High-Consequence Ownership Decision

Our flagship advisory engagement is designed for owners facing a significant ownership decision.

Whether you are considering selling your business, acquiring another company, restructuring ownership, introducing investors, or planning a transition, the Ownership Decision Review™ provides a structured process for evaluating your options with greater clarity and confidence.

Investment

Starting from US$3,000

$6,000.00 – $12,000.00

Independent Decision Intelligence

Research-informed analysis tailored to your ownership decision.

Proprietary Frameworks

Application of the Institute’s ownership frameworks to evaluate options, trade-offs, and long-term implications.

Decision Intelligence Report™

A written report summarising key findings, alternative scenarios, risks, opportunities, and recommended considerations.

Collaborative Review Sessions

Structured discussions that help clarify assumptions, challenge thinking, and strengthen decision quality.

Independent Perspective

Advice free from commissions, implementation incentives, or transactional conflicts of interest.

Practical Next Steps

Clear recommendations for discussions with your legal, tax, accounting, investment, and professional advisors where appropriate.

How the Ownership Decision Review™ Works

Every Ownership Decision Review™ follows the Institute’s Ownership Decision Framework™, a structured methodology designed to help owners evaluate significant ownership decisions with greater clarity, confidence, and discipline.

Stage 1 — DEFINE

Clarify the ownership decision, objectives, constraints, and desired outcomes.

Stage 2 — DIAGNOSE

Assess the current ownership position, business readiness, leadership capability, and governance considerations.

Stage 3 — ANALYZE

Evaluate the relevant financial, strategic, operational, and personal factors influencing the decision.

Stage 4 — COMPARE

Systematically compare available alternatives, trade-offs, risks, and long-term implications.

Stage 5 — DECIDE

Develop a structured conclusion supported by evidence, professional judgment, and the Institute’s research methodology.

$5,000.00 – $10,000.00

Woman Working on Computer

Built on Independent Research

Every advisory engagement draws upon the Institute’s continuing research into ownership decisions made by founders, business owners, families, investors, and institutions.

Rather than relying solely on personal opinion or transactional experience, the Institute continually refines its methodologies through research, case studies, decision analysis, and practical application.

As our body of knowledge grows, each engagement benefits from an expanding foundation of ownership decision intelligence.

Who We Work With

The Ownership Decision Review™ is designed for individuals and organizations facing significant ownership decisions, including:

  • Founders and business owners
  • Family-owned enterprises
  • Investors and investment groups
  • Private companies
  • Family offices
  • Boards and governance bodies
  • Institutions evaluating ownership strategy

$40,000.00 – $120,000.00