Cornerstone
Strategic Advisory
Where ownership, money, authority, relationships, and risk overlap
These decisions rarely fit inside one professional’s specialty. They are often the ones people put off longest. You may recognize your situation here.
You’re preparing to retire or transfer ownership, and you want it to work for the business, the family, and you.
Handing over the business
Your family needs to decide how property, money, and responsibilities will be managed together.
Shared family assets
Partners and authority
You and your partners need to settle who can make which decisions, before a disagreement settles it for you.
Firms centered on one founder
Too much runs through one person. You want it to operate, and be worth something, without you in every decision.
An investment, a restructuring, or another major move where mistakes are expensive to undo.
A decision with lasting consequences
What clients walk away with
Clear Decision
Authority
An Agreed Transition Plan
Less Dependence on the Founder
Coordinated Professional Advice
A Written Decision Record
Everyone knows who decides what and who is accountable.
The people affected understand the choices, responsibilities, and next steps.
Responsibilities and processes support continuity beyond one person.
Your specialists work toward shared objectives through a coordinated plan.
Decisions, responsibilities, and follow-up actions are documented.
How the work moves forward.
CSA connects specialist advice to one coordinated decision and implementation plan.
Every engagement follows five disciplines, from understanding the problem to documenting the outcome.
Design
Diagnose
Deploy
De-Risk
Document
Clarify the real problem,
who is affected, and what
you're trying to achieve.
Decision Assessment
Lay out the available
choices, with their
consequences and trade-offs,
and shape a plan.
Coordinate your
professionals, assign responsibilities, and put
the plan in motion.
Anticipate what could
derail implementation
and manage it before
it does.
Record the decisions made
and who is responsible
for what.
Options analysis and
governance structure
Risk and
Contingency Plan
Written record of decisions
and responsibilities
Implementation
Roadmap
About Cornerstone Strategic Advisory
Working with your professionals
Cornerstone Strategic Advisory works with owners, families, partners, founders, and investors facing decisions that carry lasting consequences.
The work sits where your attorney, accountant, and financial adviser each stop. Each gives sound advice within their field. CSA connects that advice to what you’re actually trying to accomplish, and stays with you until it’s carried out.
CSA works alongside your attorneys, accountants, financial advisers, and other specialists. It doesn’t replace them.
CSA does not provide legal, tax, or investment advice. CSA coordinates the professionals who do, and keeps their work tied to your goals.
Facing a decision that’s hard to hand to just one adviser?
Start with a conversation. We’ll talk through the situation and whether this kind of work fits.
© Cornerstone Strategic Advisory.
Cornerstone Strategic Advisory provides advisory and coordination services and does not provide legal, tax, or investment advice.