Our Services

Supporting You in the Key Areas of Family, Business & Ownership

Family owned businesses are uniquely complex enterprises because their stakeholders can be found in the family, business, ownership or any combination of the three. There are a lot of issues to think about and that are vitally important to the well being of your family and business. We have thought these issues through and have experience addressing them. Let us support you in any of the following areas:

Family

  • Defining and building values
  • Writing a family mission statement
  • Instituting a family constitution
  • Reviewing family compensation
  • Establishing a family council
  • Moderating the family council meetings
  • Mentoring / Coaching family employees
  • Creating leadership and manager development plans
  • Assessing family member business and leadership potential
  • Conflict resolution
  • Overcoming sibling rivalry
  • Succession planning
  • Improving communication
  • Letting go: retirement transition

Business

  • Creation of a vision and mission statement
  • Developing a strategic plan for the business
  • Assessment of the corporate environment
  • Review of HR policies and procedures
  • Review of hiring process
  • Drafting job descriptions
  • Assessment of organizational health
  • Succession planning
  • Preparation of a board prospectus
  • Selection of board directors
  • Compensation of board directors
  • Retention program for key players

Ownership

  • Estate and tax planning: choosing the best advisor(s), or working with your current advisor(s)
  • Establishing the best ownership structure
  • Preparing the next generation for the responsibilities of wealth and ownership attitude
  • Shareholder communication
  • Golden handcuffs: retaining top non-family talent through ownership
  • Owner conflict resolution
  • Profit sharing or stock plans for non-family employees