Ownership decisions carry the longest consequences.
Independent review before shareholder, board and leadership decisions are made.
Inside the room, every voice has a position.
Shareholder restructures, exits, succession, deadlock, board resets and CEO appointments are decided among people with history. Relationships, contribution stories and old agreements sit underneath every option.
These decisions are routinely delayed for years, or made to keep the peace rather than to serve the company. Both outcomes are expensive, and the cost compounds quietly.
An independent review gives the shareholders and the board a tested view of the options before positions harden and before anything is signed.
What the review tests
- The real options for ownership change, not just the one on the table.
- Whether shareholders are aligned on objectives before structure is discussed.
- Valuation and funding mechanics for exits, buy ins and restructures.
- Whether the governance structure fits the company’s next phase.
- CEO and board appointments against the actual requirement, not the available candidate.
- Sequence, documentation and communication before commitments are made.
The output is a written decision memo for the shareholders or the board: the options, the assumptions each relies on, the risks, and the recommended sequence.
Engagement
Fixed scope. Independent. Principal led.
The review is built around the live ownership or governance decision. It usually includes structured sessions with the shareholders or board, review of agreements and company materials, independent testing of the options, and a written decision memo before the decision is taken.
PHCA is not a broker, placement agent or transaction intermediary. Advisory fees are never contingent on capital raised, transactions completed or sale outcomes achieved. That independence is the point of the work.
Part of PH Capital Advisory’s Strategic Decision Reviews.
View all Strategic Decision Reviews
Related reviews: Buyer Approach Review | Capital Raise Review
Next step
Request a 20 minute decision call
If an ownership, board or leadership decision is live, an independent view is most useful before positions harden.
Outline the situation in confidence. If it is a fit, you will receive call times within one business day. There is no charge for the call and no obligation beyond it.
Received.
Your enquiry has been received. If the situation is a fit, you will hear back with call times within one business day.
If the matter is urgent, email peter@peterhowell.co.nz directly.