Stakeholder Alignment Sessions

Purpose

Merger discussions often proceed between a small group of decision-makers while other stakeholders — co-owners, non-executive directors, long-tenured managers — hold unspoken concerns. These tensions surface at the worst possible moment: during due diligence, at signing, or in the weeks after closing.

Stakeholder Alignment Sessions bring the right people into structured conversations before positions harden.

What we facilitate

• Shareholder alignment workshops for family businesses where multiple generations hold equity
• Board briefings that prepare non-executive directors for their governance role during a transaction
• Senior staff conversations about role continuity, reporting lines, and cultural expectations post-merger
• Advisory board or mentor sessions where external voices help owners test their thinking

Approach

Sessions are confidential and facilitated neutrally. We do not advocate for or against a transaction — we ensure every relevant voice is heard and documented. Outputs include session summaries, identified areas of agreement and disagreement, and recommended next steps for ownership.

Engagement structure

Most engagements involve three to five sessions over four to eight weeks, with preparation time between each. Session length is typically half a day. We work from your premises to maintain privacy and comfort.

Pricing

Charged on a day-rate basis. A typical engagement of four sessions is quoted as a fixed fee after scoping. Travel outside the ACT is billed at cost.