Planning for Family and Business
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Anticipate transition challenges for the business, your family and yourself
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Create your unique roadmap to build support and guide progress
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Reinforce owner commitment and informed reinvestment decisions
Services:
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Custom processes for clarifying and aligning business and family goals within a system of governance
What clients tell us:
“His teaching stories from experience with other business families were extremely helpful. Provided our group with clarity about our goals and roles as directors and shareholders.”
