Family Action plans

For companies that want to strengthen family ties by applying rules that respect and support everyone’s interests.

You may guarantee the future of your company by setting a series of rules that bind all partners to carry out a family or partner action plan. This is an effective solution that helps you apply rules that respect and support everyone’s interests.

The family protocol is especially useful in unexpected situations such as:

  • The death of a partner.
  • A separation in assets.
  • Debts of one of the partners that may affect the company’s assets.

It is necessary to have a roadmap in which business and family interests are aligned.

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Our family action plan is really useful if:

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 Nuestro equipo de contabilidad podrá ayudarte en aspectos como:

This separates the functions of management and ownership in family businesses

The family protocol draws up a special document designed to take a further step in making family businesses more professional, through the clear separation of the levels of management, government and ownership. It also regulates relationships between family owners and the family business so that one does not interfere with the other.

It is usually created and implemented within a global operation of business restructuring of a family business, although it is always adapted to the peculiarities of each company: it is not a standard document. At Leialta, we have experience in planning family protocols in groups of different company holdings and have proven successful results.

What objectives does the family action plan aim to achieve?

The main objective is to provide the family business with potential for future success, and that the partners have clear rules in the future on how to act when faced with various situations that may arise in the company. The absence of a family protocol creates unnecessary instability, so it is good to have it prepared at a time of family peace so that all partners know what to expect in the future.

The most common circumstances that you must find an answer to are the following:

Transfer of shares in the future
Right of exit of the partner.
Right to dividends.
Retirement age of partners.
Remuneration of future working partners.
Future job entry criteria.
Transfer of shares in case of mortis causa, etc.

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Do you want to avoid conflicts in your company?

Download our free Business Protocol guide and learn about the aspects that the family business plan covers and what situations it can protect you from.


Professional team that knows how to successfully manage complex operations

We are a family business consultancy with extensive experience. We offer a service of active listening, advice, support and solutions to the real problems that companies face. We do this through a detailed study of the situation that allows us to provide you with optimal legal, family and fiscal solutions.

We have a young team made up of qualified and experienced professionals, specialised in family business consulting, who know how to successfully manage the delicate relationships established within this type of business.

Entrepreneurs will find in our professionals the necessary advice and support, both in the legal and tax field and in that of family relationships. An especially complex field that presents its own characteristics, often difficult to understand for those who are not aware of the special considerations that must be taken into account when it comes to family businesses.

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Jose Luna

Manager of the Corporate Law and M&A Department

“I met Paul some time ago, both professionally and personally. I find him a committed and efficient person whch is not as common as it might seem for people working in tax and financial advice. His vision and closeness have helped me a lot to understand the problems and the solutions.”

Alberto Santos

CEO of Evercom

“Leialta is an excellent organization of serious, committed, and very close people who strictly adjust to deadlines, demonstrating a high level of professionalism in their daily performance.”

Alberto Peñuelas

CEO of Bebidas Peñuelas S.L.

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“I have met and worked with Javier for more than five years. Javier is a competent and hard-working professional. Particulatly, he has an attitude, discipline, and customer care that I have rarely encountered in my working life.”

Marco Longoni

Chief Financial Officer of ERG

“We have been lucky enough to rely on a team led by Javier from the very beginning of our business. Although it was a complicated "adventure," Javier has demonstrated a personal touch and exceptional professional capacity, sparing no effort, during all the months that he has been leading the Project.”

Jon Armentia

Corporate Director of Lar España

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“Paul is a bright, responsible person with extensive experience in his work and mastery of all the activities we had contracted. He led the group of people who carried out the activities and, as a representative of his company, he took the responsibility to present and explain the result of the work, both monthly and at the end of the year, before his Management Committee and Board of Directors. Which he did always to the complete satisfaction of our Board of Directors and General Management Body.”

Rafael Garcia Valenzuela

 Former CEO of Grupo Capital Energy

“I have always been loyal to the people who have been advising me for a long time in the provision of recurring services. Therefore, I plan to continue counting on Paul and Javier for a long time. They are magnificent professionals in the consulting world.”

Pablo Del Rio

CEO of The Racket Store

“Servihenares company group has been working with Leialta for years. The result of working with them is that you can dedicate yourself entirely to your business because you are in professional hands regarding tax, labor, and legal advice. They are always there with agile and efficient responses whenever you need them. Thank you for the peace of mind you provide.”

Jose Luis Fernández

CEO of Quality Transfer

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“It is very encouraging to know that, in any situation of doubt in our administrative tasks, we are supported by a great team of professionals who provide solutions to our problems. Besides, if the human treatment is also exquisite, the work becomes easier.”

Susana Aguado Alonso

Head of Administration of Sibis Real Estate

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“We have been working with Leialta for the past two years and the results have been outstanding. They are very professional, and at all times, they have helped us in accounting, tax, and labor matters to resolve everything that has arisen day by day with the company and the administrations. I would certainly recommend them to any company. My relationship with them is excellent.”

Nieves Robleño Pinilla

Head of Administration and Human Resources of Convey Systems

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We at Displaynote are really pleased with the full suite of professional services that Leialta provide, which includes accounting, tax and payroll services. We now understand our finances better and have a much greater understanding of our compliance requirements within our Spanish subsidiary.

The team at Leialta are pro-active in identifying any issues and provide clear and concise advice when required. We would highly recommend Leialta to assist any UK based Company who are looking for trusted advisors in Spain.”

Alan McDail

Chief Financial Officer of DisplayNote Technologies

“Professionalism, trust, and proximity are the qualities that define your excellent work. Your collaboration in our business projects has been a pleasure.”

Concha Gallego

CEO of Jamonia Gestiones SL

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Success stories Grupo ANT

Family Protocol

Grupo ANT is a consulting firm specialised in all the regulations of the automotive sector. They cover the entire legal and commercial life cycle of vehicles. From the authorisation of vehicles right through to the tax process.
Future generations are taking on a strong role in the management of the company, which has caused the founders to contemplate generational change. They wanted to be prepared when the time comes and we have readied them for this process.

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We strengthen family ties by applying rules that respect and support everyone’s interests.