Relevant Capabilities: FOSA · CARA

Family Business & Succession Readiness

01 · Situation

A privately owned business preparing for a generational transition needed to address historical accounting matters and clarify future ownership and governance arrangements.

02 · Our Work

IPAS supported the assessment of long-outstanding balances, ownership considerations, governance controls and succession readiness.

03 · Outcome

The owners received a structured roadmap linking financial remediation, governance decisions and succession actions.

04 · Relevant Capabilities

FOSA Family Ownership & Succession AdvisoryCARA Capital Advisory, Restructuring & Accounting

Other situations

Selected Experience

Restructuring & transaction readiness

Financial Restructuring & Long-Outstanding Balance Remediation

Situation: A private enterprise faced long-standing balance-sheet issues before considering new capital and changes to its operating structure.
Our Work: IPAS reviewed historical balances, funding flows, accounting records and available supporting documentation, then developed a structured remediation and restructuring roadmap.
Outcome: Management received a documented issue register, remediation priorities and a clearer basis for capital and restructuring decisions.

Relevant Capabilities CARAFAIR

Investigations, disputes & due diligence

Financial Fact-Finding in a Shareholder Matter

Situation: Concerns regarding selected transactions and related-party relationships required a targeted financial fact-finding review to establish a clearer basis for shareholder discussions.
Our Work: IPAS reviewed available accounting, banking and transaction data, identified relevant exceptions and prepared a structured financial analysis subject to the agreed scope and available evidence.
Outcome: Decision-makers received a documented set of factual findings, identified exceptions and quantified items for further action where appropriate.

Relevant Capabilities FAIR

All selected experience →

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