NEEDS WE ADDRESS

Having worked in or with hundreds of family businesses over the past 30 years, we have found three reoccurring themes and have developed our consulting services to focus on them:

PEOPLE

  • Get the right people on the bus
  • Develop more effective leaders
  • Establish effective governance model
  • Resolve unhealthy conflict

STRATEGY

  • Clarify business purpose, direction, and priorities
  • Create new competitive advantages
  • Drive profitable growth and business value
  • Improve accountability and execution

SUCCESSION

  • Identify and prepare the next generation of leadership and ownership
  • Minimize tax impact of share transition
  • Exiting owner financial certainty
  • Develop what’s next for the exiting owner

FAMILY BUSINESS

  • Review the business/family dynamic
  • Conduct individual assessments
  • Define roles and responsibilities
  • Evaluate existing procedures & documents
  • Develop a governance structure
  • Establish goals, accountability & timeline for execution

HOW WE HELP

  • CEO 1to1 Coaching
  • Individual coaching of key managers
  • Monthly, quarterly and annual meetings
  • Private workshops
  • Off-site retreats
  • Certified behavioral assessments
  • Discovery & planning tools
  • Accountability partner

 

Check out our Assessments & Tools