Family Business Consulting

Experts in the interpersonal dynamics and leadership development of family business transitions.
 
We apply governance principles and individual coaching to partner with family businesses through transition. We provide ownership groups with a system for communication, decision-making, roles, and responsibilities.  We leverage coaching to support each person to maximize individual contributions and promote positive relationships.

Our work helps:

• Increase the odds of successful generational transfer.
• Facilitate meaningful yet often challenging family conversations.
• Prepare the next generation for responsibilities of ownership and/or leadership in management. 
• Support the senior generation as their role shifts.

 
The process can vary depending on the needs of the organization. Typically the process includes:

• Individual interviews with stakeholders ranging from family members,  key employees and/or trusted advisors. Ultimately it is the business owner's decision on who is included in the background interview process.
• Meeting with the family to review the feedback report that includes themes and recommendations. 
• Recommendations vary, but often include:
  • Structures to clarify roles, responsibilities, decision-making authority, and communication channels​
  • Owners plan 
  • Transition plan
  • Shared family vision, mission, values statements
  • Family meeting schedule 
  • Individual coaching 
  • Development assessments
• We partner with clients to implement these recommendations.