Historically, family business owners have relied on their own entrepreneurial skills and prowess for success. In instances where they have need for specific expertise, they have sought out traditional advisors (e.g. CPAs, attorneys, bankers, and/or financial planners). Due to their relatively narrow focus, such specialists alone are insufficient for many family businesses because they fail to recognize and deliver solutions that address issues beyond financial or technical components.
Your long term success requires a well-balanced look at not only the typical financial structures of the family business, but also the structures which deal with operations and management of the family owned business and how well or poorly people in the system function together. Our experienced consultants take a unique, collaborative approach that focuses on balancing interpersonal, operational, and financial issues to help family and closely held businesses achieve breakthrough success.
Recent Posts
The Trend of Re-Officing
The question of whether virtual work is superior to in-person work has been answered once and for all! Zoom, the company most closely identified as the one which enabled the US economy to stay alive in 2020, now requests that their employees return to the office at...
How Does Momentum Work in Business?
We’ve all seen ballgames where the momentum shifts from one team to another and seems like an unstoppable force with a mysterious will all its own. What is momentum? Is it even a thing in business as in sports? How do we get it, and how do we sustain it? Tune in this...
Which Industries Are the HAPPIEST?
Have you ever heard of The American Time Use Survey? We hadn’t either until we came across an article from Flowing Data detailing some key takeaways from the Bureau of Labor Statistics survey. So which industries are evaluated as the happiest? Least happy? Tune in...