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
Why Are People Conflicted Over Money?
Wayne listened to a podcast recently in which a young man expressed frustration over the fact that he had to work to earn money for things like rent, groceries, and healthcare. It was eye opening to say the least! Why are people so conflicted over money? What’s the...
Three Things from the Pandemic to Hold On to
This sounds a little nuts, doesn’t it? As we have eased back into the new normal, most of us simply want to put the disruption and uncertainties of the pandemic behinds us. Dennis, however, has a very different and worthwhile take on some of the lessons learned during...
The Top Six Reasons Contractors Fail to do Succession Planning
If it is true that organizational succession is the ultimate test of leadership, why do so many contractors aver? Why do they kick the can down the road when they know, intellectually at least, that the time is coming when every single one of us can no longer sustain...