Guayacán Family Business Series

Based on Grupo Guayacán’s experience working with family-owned businesses for almost two decades, this workshop series has been designed for companies whose executive team is composed of one or more family members. Some of the topics in the curriculum include managing relationships between generations, providing continuity to the business, structuring transition or exit processes, and legal and financial planning.
Prior to submitting the application, please take the following requirements into consideration:

The dates of the workshops are as follows:

Friday, May 2, 2025 – Building Bridges Between Generations

Friday, May 30, 2025 – Exits Strategies & Transition Planning

Friday, June 20, 2025 – Protecting and Transitioning Business Wealth

Friday, July 11, 2025 – Understanding the Fundamentals of Business Succession Planning

Friday, August 29, 2025 – Company Valuation & Corporate Governance

All workshops will be held in-person from 9:00am to 5:00pm in the Hato Rey area.

The $2,500 tuition allows the participation of three members of the executive team, whom must be available for all workshops.

Completing this application is the first step towards being considered for the program. After submitting your application, there is a screening and selection process for all the applications received. As part of the process, teams will be invited to an interview to learn more about your company and growth plans. The application must be completed in English.

All information disclosed and/or submitted as part of the application process will be held in strict confidence and used solely for program related tasks and activities. Only members of Grupo Guayacán staff will have access to this information for evaluation purposes. In the case of having fellowships available, applications will be shared with sponsors for candidate evaluation.
To save your progress, please open section V. 'Applicant's Acknowledgments and E-Signature' and click 'Save'. You will receive an email with a link you can use to revisit the form.
- Company Name*
- Website
- Linkedin
- X / Twitter
- Facebook
- Instagram
- Company logo in High-Resolution*
- Company Address*
  
  Street Address
  
  Street Address Line 2
  
  CityState / Province
  
  Postal / Zip Code
- When was the company founded?*
  This refers to the year the company was registered, whether it began operations simultaneously or not.
- How long has the company been in operations? *
  We define being "in operation" as actively generating revenue through sales.
- Industry*
- Other
- YesNo
- What percentage of the growth reflected in the financial data above is attributable to the merger?*
- Transformation/ pivotingExpansion opportunityTop executive(s) exit / transition processMerging with another companyMarket saturationSales are stagnant or in declineOther
- Board of AdvisorsBoard of DirectorsBothNone
- Briefly describe the company. You may include a brief history, a description of the business model, current products and/or services, and primary market.*
  
  0/500
- With which bank(s) does your company have commercial accounts?
- Is your team fluent in English (reading, writing, listening, and speaking)? One of the four workshops is conducted in English. *
- Please explain
- YesNo
- Number of Full-Time employees*
  ex: 1, 2, 3, 4...
- Number of Part-Time employees*
  ex: 1, 2, 3, 4...
- Why does the company want to participate in this workshop series? What does the team expect? (250 words max.) *
  
  0/250
- YesNo
- Is there any additional information you would like to share? (250 words max.)
  
  0/250
- The program tuition covers participation for up to three senior executives of the company, and the same executives should participate in all four workshops. If your core team consists of four people, they are welcome to attend. An additional fee is required.
- Team Member #1:
- Full Name*
  
  First NameLast Name
- Mobile No*
  Format: (000) 000-0000.
- Email *
- Position*
- Are you the founder of your family business, or did you inherit it from previous generations? If inherited, are you part of the second, third, or a later generation?*
- YesNo
- Please specify your relationship to the family (e.g., founder, child, spouse, sibling, cousin, etc.)
- Please specify:
- Please attach Resume or Biography*
  
  Cancelof
- Please type a brief biography
- Percent of ownership*
- Highest degree achieved*
- Academic Instituition*
- Team Member #2:
- Full Name*
  
  First NameLast Name
- Mobile No*
  Format: (000) 000-0000.
- Email *
- Position*
- Are you the founder of your family business, or did you inherit it from previous generations? If inherited, are you part of the second, third, or a later generation?*
- YesNo
- Please specify your relationship to the family (e.g., founder, child, spouse, sibling, cousin, etc.)
- Please specify:
- Please attach Resume or Biography*
  
  Cancelof
- Please type a brief biography
- Percent of ownership*
- Highest degree achieved*
- Academic Instituition*
- Team Member #3:
- Full Name
  
  First NameLast Name
- Mobile No
  Format: (000) 000-0000.
- Email
- Position
- Are you the founder of your family business, or did you inherit it from previous generations? If inherited, are you part of the second, third, or a later generation?
- YesNo
- Please specify your relationship to the family (e.g., founder, child, spouse, sibling, cousin, etc.)
- Please specify:
- Please attach Resume or Biography
  
  Cancelof
- Please type a brief biography
- Percent of ownership
- Highest degree achieved
- Academic Instituition
- Team Member #4:
- Full Name
  
  First NameLast Name
- Mobile No
  Format: (000) 000-0000.
- Email
- Position
- Are you the founder of your family business, or did you inherit it from previous generations? If inherited, are you part of the second, third, or a later generation?
- YesNo
- Please specify your relationship to the family (e.g., founder, child, spouse, sibling, cousin, etc.)
- Please specify:
- Please attach Resume or Biography
  
  Cancelof
- Please type a brief biography
- Percent of ownership
- Highest degree achieved
- Academic Instituition
- Please upload your most recent organizational chart in PDF format. *
  
  Cancelof
- YesNo
- Please indicate the top three countries the company exports to
- What percentage of the revenues comes from exports?
- Does your company have operations outside of Puerto Rico? If yes, please describe. (150 words max.)*
  
  0/150
- SWOT Analysis
  
  Please list a minimum of three factors per section. Answers can be brief.
- Strenghts*
- Weaknesses*
- Opportunities*
- Threats*
- Based on the opportunities listed in the SWOT analysis above, what are the growth plans for the next two or three years? (500 words max.) *
  
  0/500
- Do you have the resources you need to execute these growth plans? Some examples, but not limited to: personnel, capital, technology, real estate, equipment, etc. (500 words max.) *
  
  0/500
- Please fill out the following information about your company's financial data. All information will be kept confidential by Guayacán’s team to be used solely as part of the program.
- 2022*
  
  Rows Amount
  
  Annual Sales/ Revenues
- 2023*
  
  Rows Amount
  
  Annual Sales/ Revenues
- 2024*
  
  Rows Amount
  
  Annual Sales/ Revenues
- Audited Financial Statements
- If you do not have audited statements, please include your most recent non-audited financial statements. Please upload the file preferably in PDF format.
  
  Cancelof
- We are committed to fostering diversity, equity, and inclusion while promoting sustainable practices that contribute to a healthier planet and society. The following questions aim to better understand the diversity within the companies we assist and their sustainability initiatives. Please note that your responses will only be used for our post-programs report, will remain confidential and anonymous, and in no way will affect your participation in the program. While most questions are required, you may skip questions regarding sex, race, gender identity, sexual orientation if you prefer not to answer.
- YesNo
- MaleFemaleUnsureOther
- YesNoUnsure
- YesNoUnsure
- YesNoUnsure
- YesNoUnsure
- Under 2525-3445-5455-6465+Unsure
- Number of women employed
  ex: 1, 2, 3, 4...
- Indigenous/NativeBlack/ African DescentAsian / Asian AmericanHispanic/Latino/a/eMiddle Eastern/ North AfricanWhite/CaucasianMultiracialUnsureOther
- YesNoUnsureCurrently exploring or planning
- Please describe if comfortable
- YesNoUnsureCurrently exploring or planning
- Please describe if comfortable
- Email from GuayacánInstagramLinkedInFacebookSearch EnginePrint NewspaperDigital NewspaperRecommended by a GVA alumnOther
- By signing the space below, you are certifying that all information is correct and that you are the person completing this application. When you press the submit button, you will receive an email confirmation that your application was received.
- Submitted by:*
  
  First NameLast Name
- Email:*
  example@example.com
- Signature*
  
  Clear
- Should be Empty:

Rows	Amount
Annual Sales/ Revenues

Rows	Amount
Annual Sales/ Revenues

Rows	Amount
Annual Sales/ Revenues