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    • Home
    • About
      • Empower Planning
      • Approach
      • Testimonials
    • Services
      • Overview
      • Succession & Continuity
      • Family Alignment
      • Communication Improvement
      • Strategic Planning
      • Conflict Resolution
      • Ownership Alignment
      • Next Generation
      • Governance & Policies
    • Contact
    • Resources
      • Articles
      • Tools

  • Home
  • About
    • Empower Planning
    • Approach
    • Testimonials
  • Services
    • Overview
    • Succession & Continuity
    • Family Alignment
    • Communication Improvement
    • Strategic Planning
    • Conflict Resolution
    • Ownership Alignment
    • Next Generation
    • Governance & Policies
  • Contact
  • Resources
    • Articles
    • Tools

APPROACH

The process begins with family. While every family and business are different, the objective is to align behind a common vision of the future. 


As a family business advisor, we seek to enable families to strengthen their relationships and engage in meaningful dialogue.  When families understand their options and reach consensus, the family enterprise can thrive for generations to come.


Family businesses are unique because of the overlap which exists between the needs of the family and objectives of the business. These differences naturally create tension points because people have different perspectives and interests based on their level of involvement in the family enterprise.  


Every client relationship begins with a complementary consultation. During this initial discussion we seek to understand the families' objectives and explore if we can help.

3 STEP PROCESS

DISCOVER

IMPLEMENT

RECOMMEND

Individual interviews to explore individual perspectives, needs, ideas, and concerns across the generations.


Review the current state of the family relationships, business strategies and future ownership vision. 

RECOMMEND

IMPLEMENT

RECOMMEND

A formal report presented outlining:

  • Key themes 
  • Risks & opportunities 
  • Areas of alignment 
  • Areas of misalignment 
  • Recommended roadmap with next steps to move forward

IMPLEMENT

IMPLEMENT

IMPLEMENT

The family prioritizes the recommendations and chooses how they plan to proceed.


We work with the family to gain consensus on the roadmap and verify commitment for change.

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