“From our first meeting to the completion of the transaction I was impressed with your complete understanding of the process, your attention to detail and sensitivity to myself and my people. Your experience, guidance and advice from the strategic plan, information memorandum, to the testing and road show gave all of us at CQMS confidence that we had found the correct people to assist us in the process.”

Tom Meyers

Founder and Chairman CQMS

“Your skill and professionalism to guide the Family on this journey and become friends along the way is a true testament to your expertise. Our lasting legacy and enduring comfort is that we are confident that we have developed an Investor Briefing, Board Charter and Family Charter which is world-best-practice and positions the Family”.

Peter Burgess

Chairman of Directors Forgacs Group

Generation transition


“A change of ownership is not necessarily a change of leadership”, but it impacts the embedded value in the business. Those who plan and implement will transition more effectively than those who don’t.
BEAM’s established succession planning protocols help to protect the value of the business, source liquidity capital and de-risk the owner.

  1. Establish a preferred time line to ‘step back‘
  2. Identify what level of medium and long term involvement is required
  3. Develop a structure that will enable a business to continue to operate at an optimal level when an owner exits the business
  4. Facilitate the liquidity event