Ownership/Leadership Transition, which includes exit strategy planning for the owners and senior leaders, estate planning, retirement or lifestyle planning and preparing the next generation for leadership. A transition in leadership, rather than destabilizing the company, can be an opportune time to redefine roles, energize new leaders and set the company on a healthy course for sustainability and growth.

Business Transition, including strategic planning, leadership team development, succession planning, hiring talent and performance management. We help you put in place the appropriate plans and then coach and facilitate as you implement your plans.

Family Transition, which covers family governance, communication and conflict management, philanthropy and legacy building. Change in the family business can impact both family members working in the business and those family members who are external owners or simply connected by virtue of marriage. Either way, we help everyone navigate through growth and change with a foundation of healthy communication, planning and governance.

Valuation of businesses is not just important for business mergers and acquisition, but also for understanding funding readiness, the efficiency of capital allocation, profitability improvement and understand the worth of enterprises are critical parameters for Business Owners & Leadership Teams to be Cognizant of in a fast paced changing economy today.

Whether Valuation assignments are for tax purposes, financial reporting, dispute resolution, or advisory and strategic planning purposes, clients turn to Swipe North for knowledge and understanding of valuation methodology and practices, based upon their strong presence in Global Markets viz. UAE, USA & India coupled with an in-depth understanding of critical drivers of value and transaction experience.

Swipe North helps clients navigate the risks and opportunities of a fulfilling financial life. We work with a diverse clientele including high net worth private business owners and families, business owners as well as Financial Service Providers to provide a synergetic solution to clients in the areas of Wealth Management & Eatate Planning. Our Network of collaborative and experienced specialists inspire trust and confidence through a clear, educational, and continually evolving process, one built for each life phase of the families and businesses we serve.

We understand that financial planning is more productive and meaningful when it is a collaborative effort and hence we work closely with Clients Existing Advisors & Wealth Managers to Better Integraste the Solution Process and get a deeper understanding of the Strategic Pathways. Swipe North integrates investment management, estate planning and asset protection with a coordinated focus on tax efficiency.

We engage with clients in the planning process as active participants, educating them throughout so that they are more confident about the outcomes and impacts of their decisions. Whether asset management, risk management or corporate benefits, Swipe North can address a range of needs bringin together the appropriate team to accomplish our client’s individual and corporate visions and goals.