Family Business Services

Consulting

Succession planning for first generation founders to multi-generational family businesses.
Developing governance systems for family business that address ownership, management of the firm, and the well being of the family.
Policy development with regard to ownership, management and compensation.
Collaboration with attorneys, CPAs, financial planners and other professionals to support family business owners and families.
Negotiations involving multi-generational disputes between family members.

Provide one-on-one executive coaching to family members as they navigate their various roles as managers, owners, and family members.
Help family executives develop their leadership styles, understand their strengths, and improve their communication and effectiveness.
Work with non-family executives to be more effective and develop a better understanding of their employers family business.
Support family business executives as they balance the demands and expectations of complex family business systems as well as their own well being.

Strategic planning, assessment, recommendations and procedural change for boards of directors and shareholders.
Assist family business boards to continiously improve systems, communications, and succession planning.
Conduct board searches for independent board members with the experience, skill set, and proper mindset to work with family businesses.

Help prepare family members to be partners so they can be good owners.
Develop the skills and insights to be prepared to think and act as an owner.
Work with siblings, cousins, spouses, parents, and children to develop effective systems of communication so they can work together effectively.
Clarify roles, expectations, and duties for all owners.
Facilitate the development and articulaton of ownership’s values and vision.

Provide keynote presentations for businesses, industry groups, associations, families, community groups, and non-profits.
Lecture and teach at univerisities on family business, management, entrepreneurship, and public policy.
Organize and develop executive education for companies, organizations, and assoications.
Share latest practical family business research and best practices with business owners and professionals that serve family businesses.

Lead and organize family business peer groups.
Develop and lead industry specific peer groups that focus on family, managment, and ownership issues.
Provide on-going one-on-one executive coaching to group members between peer group meetings.

Conduct family business research on topics including governance, board compensation, strategy, and succession planning.
Write articles and books on family business topics.