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Helping you manage ownership and growth today, building your legacy for tomorrow

Family business services

Businessmen in a meeting

At PwC, our purpose is to build trust and solve important problems—supporting social and economic stability. Family businesses are central to that stability. We help family businesses grow, professionalise and prepare for tomorrow while safeguarding continuity for generations.

Over the next few years, US$90 trillion in family capital will transfer to a generation with different values and vision. Meanwhile, disruptive change demands reinvention to stay relevant. That creates unprecedented complexity—and risk to family capital and legacy.

We’re your trusted adviser to protect, transform and grow what you’ve built. PwC offers one of the largest global networks of specialist family business advisers. We support the family capital ecosystem: family governance, succession and business continuity; next‑gen education and transition; private wealth and family offices; philanthropy, values, purpose—and more. 

Family business services meeting

The Owner’s Agenda for your family business

At PwC, we’re dedicated to understanding what matters most to you and your business. We call our approach “The Owner’s Agenda”. This framework is designed to assist you in developing both your ownership and business strategies in a consistent and integrated way, reflecting that you sit at the heart of each of them, and that your agenda encompasses both.

No matter where you are on your business journey, your PwC team is at your side translating our unique vantage point and perspective into real insights that can help you succeed. Together, we can find new opportunities, and shape the future of your business. We’re built around you.

How PwC can help

Succession planning in family businesses

We will assist you with succession planning and handing over the reins to your children. We will help you to establish the legal structure and the unspoken rules of your family business. We can help identify suitable family members for board and leadership roles, hiring external professionals if necessary. We will make sure that the succession is transparent and practical and perceived by your children as fair.

Family finance of the future

We will help you to proceed with digital transformation and digitise your office operations through a tailored solution, which will save your time and money. We will help you to manage your cash flow and to identify ways to secure funding for the future development of your business. We will assist you with efficient allocation of your funds and with their adaptation to your long-term business strategy.

Change of ownership structure or selling of the business

We will answer any of your questions concerning M&A, company sale or entering capital markets. We will prepare marketing materials for you, approach the right investors, ensure a thorough audit of your company, assist you in negotiations, and  provide comprehensive advisory services in preparing your transaction documentation.

Comprehensive consulting services for family businesses

Not only do our specialists in the area of audit, taxes, law, accounting, business and technology consulting services work for multinational corporations, but they also help Bulgarian family businesses. We will arrange for an audit or taxes as well as other services allowing you to focus on running your business while relying on experienced specialists for supporting matters.

Our services

Succession planning/handing over the business

  • We will design a family constitution for you (basic “soft” parameters)
  • We will assist you in setting out the managerial roles of your family members
  • We will have involved external managers as necessary
  • We will help you to set out the legal structure of your family business – trust vs. holding vs. foundation
  • We will design succession rules (testament, agreement of heirs, legacy, etc.)

Finding potential buyers or investors and arranging for the sale of your business

  • We will identify key areas of value creation and potential issues
  • We will provide you with consulting services aimed to increase your business value and to minimise or eliminate risk arising from any problematic areas
  • We will design an appropriate strategy for the sale of your business
  • We will identify perspective investors who could be interested in your business
  • We will prepare a presentation of your company, approach potential investors, find out how seriously they are interested in investing in your company
  • We will arrange for the complete legal documentation, including its negotiation and conclusion

Pre- and post-acquisition services in the area of finance

  • We will help you to set out the reporting and financial statements to ensure that all your reporting is correct, timely and error-free
  • We will recommend to you suitable tools based on RPA, set up technological interfaces (APIs) and map out your KPIs
  • We will align your accounting policies with the policies of the parent company and set up the appropriate bridging and mapping out of your financial statements
  • We will calculate and set the adjustments across various frameworks for your financial and management accounting and prepare financial statements
  • We will supply an e-solution to monitor complex accounting transactions, e.g. monitoring of leases according to the IFRS 16 reporting
  • We will assist you in carrying out the acquisition accounting and in identifying any missing disclosures in your financial statements
  • We will help you to find temporary HR workers to your Finance Function

Continuous services to ensure regulatory compliance

  • We will provide for the statutory audit of your financial statements prepared by our specialists in the relevant fields
  • We will provide consulting services with respect to any tax issues and help you to fill out all tax declarations, including assistance in resolution of any dispute with the Tax Office
  • We will provide you with continuous legal advice (corporate, contractual, employment or regulatory issues) to suit your needs

Digital transformation of finance, accounting and reporting

  • Identification of strengths and weaknesses of your finance department, accounting and reporting, benchmarking of market trends
  • We will design a plan to simplify and set out processes ensuring the digitalisation of your finance and accounting – get rid of papers, tables and manual tasks
  • We will help you to set out your managerial reporting including key KPIs and their visualisation
  • We will ensure efficient reporting thanks to the acceleration and automation using the RPA
  • We will assist you with setting out and improving the process quality of budgeting and selection of appropriate software platforms

Cash flow & liquidity management

  • We offer a solution providing an overview of your liquidity management and working capital and providing the prediction of future cash flows
  • This solution will be tailored and fully integrated into your key systems

PwC’s 12th Global Family Business Survey: Reclaiming advantage

Discover how high-performing family businesses are leveraging their unique strengths to achieve growth in times of rapid change.

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Orlin Hadjiiski

Orlin Hadjiiski

Partner, Tax & Legal Services, PwC Bulgaria

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