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 Importance of Asking Questions
The smartest person in the room isn’t necessarily the one who has answers but one with great, insightful questions. Asking questions stimulates discussion, encourages collaboration, and ultimately leads to more informed decisions. In fact, Einstein said, “If I had an...
Level Headed – The Incredible Story of a Construction Company’s Transformation
In 2014, Doug Pruitt and Richard Condit published the best, most compelling, most action-packed construction industry book I have ever read! I consumed Level Headed on a trip, and I literally could not put it down! It is that good! It details the story of the rise,...
Standing on the Shoulders of Giants
Part of being a successful leader is respecting the knowledge of the past and actively seeking input and feedback from people inside and outside your circle. However, many contractors find themselves trapped into the misconception that they need to do everything...