Advisory Services

Advising owners, executives and directors of family owned companies

• Assisting companies in diverse industries with revenues ranging to over $100 million
• Identifying and resolving family issues that affect business planning and management
• Developing approaches to competing globally while maintaining family character
• Structuring board memberships and functions
• Strengthening family and non-family management teams

Developing strategic frameworks for succession planning or reorganization

• Setting goals for business growth and family ownership continuity
• Evaluating options and selecting strategies for smooth management transitions
• Assessing successor readiness and planning programs to strengthen executive capabilities
• Selecting and coordinating providers of professional services

Supporting attorneys, financial professionals and others serving family business clients

• Reducing family dynamics barriers to financial and legal planning and plan implementation
• Interfacing estate, business and succession planning
• Developing full-service advisory teams

Educating and motivating business and professional organizations and family business owners and stakeholders

• Conference keynote addresses
• Planning and review retreats for families and executives
• Education/motivation activities for key clients
• Facilitation of family council meetings and retreats
• Seminars for family business centers and institutes
• Guest business school lectures

Publications

• 10 Essential Steps: An Introduction to Ownership Continuity and Management Succession In Your Family Business
• Generations Together: Strengthening Communication and Minimizing Conflict In Your Family Business
• Getting the Board On Board: An Introduction to Productivity, Efficiency and Effective Decision Making by Directors of Your Family Business
• Unsticking the Sticking Points: Solving Planning Problems in Your Family Business