Family and Business

Planning for Family and Business

  • Anticipate transition challenges for the business, your family and yourself
  • Create your unique roadmap to build support and guide progress
  • Reinforce owner commitment and informed reinvestment decisions


  • Custom processes for clarifying and aligning business and family goals within a system of governance

What clients tell us:

Helped our board and senior leaders keep a sharp focus on the needs of the business, and at same time kept an essential level of sensitive awareness and patience in the process. Not an easy transition for the family at the time, but all of us are pleased with the results produced by our first non-family CEO.”