Inter-generational transfer of wealth
Stylequity aims to secure inter-generational wealth for family businesses by formalising a practical family constitution for future generations and an operational continuity plan.
Stylequity removes the necessity to transfer the ownership of the business from generation to generation – resolving any consequent family tension. If required, a non-family run sustainable asset is created.
Business growth by scale and wealth retention
Stylequity will implement a platform which ensures the business will grow by scale in a sustainable way. This will generate cash for the family and sustain enterprise value for future owners.
Stylequity maximises and recognises opportunities faced by the client and handles market fluctuations that might impede these opportunities, generating wealth for the business and business owner. The projects will range from wealth retention and recognition structure; sales; functional scale and continuity; through to productivity; human capital planning and funding mix.
Increasing business value
The goal is to increase business (enterprise) value and implement a sustainable scalable platform for growth. Stylequity recognises and maximises opportunities faced by the client and handles market fluctuations that might impede these opportunities. This, in turn, generates wealth for the business and business owner.
Stylequity achieves this by providing support to sales; functional scale and continuity; through to productivity; human capital planning and funding mix.
Preparing the business for sale and selling it
Stylequity prepares the business for sale by implementing a growth and exit plan, to maximise the cash in hand for the seller with as little disruption to the seller. Stylequity also ensures a smooth transition from existing to new owners, independent of earn-out or earn-ups.
The goal is to maximise the value (sale price) of the business. We aim to sell the business on future demonstrable growth and not historic performance. The Exit stream includes promoting the business to sourced and selected potential buyers, negotiation, managing due diligence on behalf of the buyer.
Preparing the business for investment and securing investment
Stylequity aims to secure optimal investment with maximum equity retention for the existing shareholders in the business. It allows business owners to focus on the business while we focus on the investment in the business.
The goal is to maximise the business’ future growth and investment propositions targeted at the agreed-to “type” of investor. The investment plan includes promotion of investment opportunity; sourcing and selecting investors; negotiation; managing due diligence and legal tasks; and securing investment.
Preparing the business for acquisition and achieving acquisition
Stylequity prepares the business for acquisition by implementing an acquisition plan as part of the holistic strategy. This enables buyers to obtain a business at the minimum price with as little disruption to the current business.
The purchaser is to pay a minimum purchase price and manage the cash outlay for the purchase, and integrate the business as quickly as possible, to hold its value. The acquisition stream includes determining deal metrics; sourcing and selecting the right agreed-to business; negotiation and managing due diligence on behalf of the buyer.
Management of business and asset wealth portfolio
Stylequity ensures that business assets are continually generating wealth for the family, by sourcing and securing appropriate business acquisitions, a business purchaser and/or investments and insurances.
This includes the business (seen as a cash-generating asset); property yield maximisation; and appropriate investment portfolio and insurances.
Stylequity does not provide securities advice to or deal in securities for clients. Stylequity is a business facilitator who assists clients in their business alignments, structures or systems to optimise or improve client returns. In circumstances where a securities licence may be required for part or the whole of any engagement, Stylequity will, with the consent of its client, draw on its wide network of associations to obtain the appropriate authorisation from, or engage, a duly licensed Australian Financial Services Licensee for the required function to be carried out. Stylequity helps businesses prepare for transactions (funding, merger and acquisition or exit), the articulation and creation of funding or investment and business proposition. We understand the value range; prepare the deal structure and promotional material (financial modelling, teasers and information memoranda). We source and select the opportunity per the agreed strategic action plan. We oversee and assist the transaction; from negotiation preparation, data warehouse collation, negotiation, term sheet agreement to legal documentation, management and exchange.