Family Business Consulting
Helping Business Families Win in Transition
According to the best research, the success rate for family business transitions is dismal due to poor communication, mistrust, and a lack of planning. Every business family is unique, and each transition comes with its own distinct set of challenges. A breakdown due to conflict or neglect can derail that entire process. For families in business, that means working together to preserve the essence of the company through the trials of transition.
Transition planning can be challenging and complex. That’s why we exist.
Rooted in the realities of the present, we help business families manage their companies strategically, navigating between tradition and modernism, between know-how transmitted from the past and innovation, as they strive to continuously develop and constantly achieve more than previous generations.
With our guidance, families in business plan for tomorrow without sacrificing today.
Family Businesses
From simple family businesses to complex family enterprises, we work with individuals and the the collective group of stakeholders to align the business and family for success.
Family Offices
As advising partners, we train and consult with family office advisors and leaders; educating and advising them on a number of areas including governance, family dynamics, communication and conflict management.
Professional Advisors
We partner with professional advisory firms to enhance their relationship with business family clients.
PROCESS
We focus on each family’s situation; developing custom solutions to manage the complexity of sharing a business with family, and facilitating a successful transition via succession or sale.
We evaluate both the business and key individuals to determine their readiness for the desired transition. It starts with an initial evaluation conducted via one of our proprietary assessments. With areas of opportunity identified, we create a strategic action plan and provide guidance to bridges gaps and ensure that the right support is in place.