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
A True Life Experience Economy Example
You’re seen Wayne and Dennis’ vlogs about the book The Experience Economy any number of times. How might it look when a business gets it 110% right and treats its customers to an unforgettable experience about which they’ll talk for years to come? And what specific...
Action and Inaction
Construction is widely viewed as a fast-paced, action oriented industry. There are times, however, when inaction and reflection are more important than boldly moving forward. Are those instances common, or are they exceedingly rare among successful contractors? Please...
NO MARGIN, NO MISSION: The Ethical Imperative to Make Profits
A person in his late 20s was looking for relief after his first startup company sold. He had run himself ragged trying to secure funding, build his team and product, market and sell it, and negotiating the sale transaction. He was looking for a safe harbor where he...