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
Happy Thanksgiving!
"Feeling gratitude and not expressing it is like wrapping a present and not giving it." We are sincerely grateful for your partnership and humbled by the trust you've shown in us. We wish you a wonderful and safe Thanksgiving!
Reading the Tea Leaves
Contractors wish they had a crystal ball so they could accurately predict the future of the industry. Today’s headlines have frequent doom and gloom predictions about the U.S. economy and a possible recession, but commercial construction grew at about 8% in 2022 and...
Marcum’s 2023 Construction Survey
Marcum, a national accounting firm with a robust construction practice, produced an excellent, insightful survey earlier this year. They note that backlogs are good, public sector construction spending is strong, materials costs have somewhat stabilized, and supply...