Advisory Programs 2025, 2026

ESSENTIALS

Target Audience:
. Founders or members of family businesses facing transition decisions or willing to prepare their companies for the next chapter in their ventures
. Family business owners planning for success across generations
Business builders seeking to maximize the value of their legacy

Format: 4 sessions over 4 weeks, 120 minutes each
Delivery: Live virtual group sessions

1. Mapping the Crossroad:  Introduction to transition types and crossroad framing; Understanding the founder’s evolving role;  Exploring strategic alternatives (full/partial sale, joint ventures, family succession, governance redesign); Purpose and legacy reflections

2. Unlock Value: Exploring financial signals and value levers;  Leadership capabilities assessment; Organizational value identification; Financial valuation principles and readiness gaps

3. De-Risking the Transition: Assessing legal, stakeholder, and communication risks; Crisis scenarios and reputational risk management; Compliance review and structural gaps; Risk mitigation strategies

4. Purpose & Next Steps: Clarifying long-term vision and legacy priorities; Define founder legacy pillars; Post-transition intention statement; Next steps toward strategic transition

1. Mapping the Crossroad:  November 5, 2025

2. Unlock Value: November 12, 2025

3. De-Risking the Transition: November 19, 2025

4. Purpose & Next Steps: November 26, 2025

PREMIUM

Target Audience:
Each module lasts approximately 2 hours and are delivered in bi-weekly group sessions (2 (two) hours)  session combined with individual consulting approach (estimated 1(one)-2 (two) hours, bi-weekly)

Format:
Bi-weekly sessions (120 minutes each) with group learning + individual consulting

Delivery:
Live virtual group sessions

Cohort Size:
Limited to 10 companies

Opportunity to participate as voluntary members of Transition Boards for other participating companies.

Module 1: Strategic Positioning & Value Creation
Session 1: Clarifying the Transition Path
Session 2: Leadership & Talent Dynamics
Session 3: Financial Valuation & Readiness
Session 4: Governance Evolution

Module 2: Risk Management & Deal Preparation
Session 1: Legal & IP Structuring
Session 2: Financial Due Dilligence Deep Dive
Session 3: Crisis & Reputation Management
Session 4: Family Business Dynamics

Module 3: Stakeholder Alignment & Deal Strategy
Session 1: Communication Strategy
Session 2: Negotiation & Deal Structuring
Session 3: Culture & Legacy Preservation

Module 4: Implementation & The Day After
Session 1: Implementation Planning
Session 2: Personal Reinvention

Module 1:
€35,000 per company

Module 2:
€35,000 per company

Module 3:
€26,500 per company

Module 4:
€20,000 per company

Module 1: Strategic Positioning & Value Creation
Session 1: December 10, 2025
Session 2: January 7, 2026
Session 3: January 21, 2026
Session 4: February 4, 2026

Module 2: Risk Management & Deal Preparation
Session 1: February 18, 2026
Session 2: March 4, 2026
Session 3: March 18, 2026
Session 4: April 1, 2026

Module 3: Stakeholder Alignment & Deal Strategy
Session 1: April 15, 2026
Session 2: April 29, 2026
Session 3: May 13, 2026

Module 4: Implementation & The Day After
Session 1: May 27, 2026
Session 2: June 10, 2026

INTENSIVE

Target Audience:
Founders requiring dedicated, high-touch advisory support during active transition processes

Format:
1. The Founder’s Legacy Advisory
Individual 4-hour sessions per month, led by a selective member of KOMPASSIUM’s roster of advisors and senior partners as founder’s individual advisor

2. The Transition Boards
Composed of:
2 members from KOMPASSIUM’s roster of advisors
2 members from other participants of the cohort
Up to 2 selective additional board members covering specific needs for the transition process

Delivery:
Individual online meetings
One Annual in person meeting (investment to be informed)

1. Founder’s Legacy Advisory
Individual high-touch guidance from senior advisors:
. Weekly check-ins; 
. Monthly strategic deep dives
. On-demand expert support
. Communication and culture management
. Founder identity coaching

2. The Transition Boards:
Strategic decision support and governance
. Quarterly board meetings
. Embedded decision support for negotiations
. Access to expert network
. Real-time execution challenges

1. Founder’s Legacy Advisory
Investment: €8,000/month (includes 4 hours of advisory)

2. The Transition Boards:
Investment: €20,000/quarter (4 hours meeting + preparation dedication)

1. Founder’s Legacy Advisory
Starting dates are flexible as per participant’s needs

2. The Transition Boards:
February 25, 2026