01 · Understand the decision
The initial discussion clarifies which decision needs preparation: growth, acquisition, family continuity, financing structure or market entry. Ownership objectives, timing, constraints and available information help identify a coherent scope of work. Initial contact does not constitute acceptance of a mandate.
02 · Define scope and responsibilities
Before work begins, activities, counterparties, intended outputs and commercial terms need agreement. Scope should distinguish Anchorstone’s coordination from the services of lawyers, tax advisers, technical specialists and authorised intermediaries. Counterparty checks, mandate suitability and potential conflicts should be addressed for the specific case.
03 · Develop alternatives
Analysis should make options and their conditions clear: required capital, timing, dependencies, governance and risk. Materials may include a strategic note, financial scenarios or a roadmap. Assumptions should be separated from verified data and open questions kept visible to ownership.
04 · Coordinate the next steps
If the project proceeds, a mandate may provide for coordination of specialist reviews, information preparation and tracking of decisions. Ownership retains its decisions; specialists remain responsible for their services. Work should leave a clear account of decisions made, outstanding conditions and subsequent responsibilities.