Family Business Advisors

We have deep respect, empathy and experience working with small and medium sized multi-generational family businesses to support the creation of self-sustaining structures, skills, routines and behaviours to build the foundation for business and family continuity.

Family Businesses drive the global economy. At the same time they are extremely susceptible to failure as they pass through the generations.

As Family Business Advisors, we focus on the tough spots, the often problematic and competing intersecting areas where a business owner must simultaneously lead the business, think about shareholder goals and maintain healthy long-term family relationships. Our goal is to turn these competing priorities into complementary values and goals that create strategic business advantage.

The Family Business System

Family Business Cycle Chart

Figure 1 – R. Tagiuri & J.A. Davis

When to Utilize a Family Business Advisor?

  • When you’re worried about the future of the business – building and/or sustaining the family’s legacy.
  • When you’re pressured to perform and to meet the financial obligations of the business, its shareholders and your family.
  • If you are confused about how to optimize the business and move it forward while honouring the past.
  • If you’re stuck with doing what you have always done – unaware of the latest external family business best practices.
  • If you are feeling isolated from other family members, due to conflicting ownership goals and challenging family dynamics from working and being shareholders together.

Family Business Advisors

Family Business Foundations Program

Working through a discovery process, we partner to identify priority issues impacting the family and business and then create action plans.

Family Business Owner Coaching Program

The Program involves one or several members of the family ownership group participating in an individualized coaching experience.

Ready to grow your business and maintain strong family relationships?

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