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
Overcoming Setbacks
There may have been “the perfect construction job” somewhere at some point in time, but many – shall we say most? – construction projects provide a surprise or two along the way. Setbacks are a fact of life in the industry. That being the case, what do you do when...
The Leadership Initiative that MATTERS MOST
One thing is for certain in the post-Covid world: workplaces look very different today than they did in 2019! Where have great leaders focused their attention and energies since 2020? What initiative do the top leaders of today emphasize for impact? Please tune in...
Who Are Your Heroes?
Americans, especially today, seem to be obsessed with “influencers” and celebrity. But when you think deeper, who do you actually look up to as having been a true HERO for you as you have grown and developed? What characteristics cause you to elevate them to the...