Is Your Family Business Healthy?
Get the Tools & Support to Create Your Own Family Business Charter...
Securing Your Legacy Has Never Been Simpler. Why Wait?
Clarify Destination
We work with your family to create a shared vision, ensuring everyone is aligned on the business’s future goals.
Build a Legacy Plan
Together, we develop a clear, actionable plan to protect your family’s legacy and prepare for seamless succession.
Partner for Growth
We are a partner that supports your business for sustainable growth, guiding you through challenges & opportunities.
Do you struggle with?
- Alignment between shareholder.
- Who should take over and how to prepare them.
- How to treat family members in the business.
- Managing non-family member talent.
- Documenting business systems and processes.
- Maximizing the talent of your team.
A few solution options!
Shareholder Alignment
Our 3-Phase Approach
- Discovery & vision alignment
- Strategic pathway & role clarity
- Management, reporting & monitoring
Organization Development
Our S3C2 Framework
- Smart elements (strategy, structure, systems)
- Healthy elements (culture and capacity)
People Development
Our Tools and Models
- Online people development hub
- Skills, personality and employee assessments
- Capacity building coaching & mentoring
We understand your journey.
At the heart of our mission is a deep connection to family-owned enterprises, because we are one. We've navigated the very challenges you're facing now, such as legacy planning, profit sharing, team development, managing family dynamics, and addressing the intricate nuances unique to family businesses. We have used this wealth of experience to empower us to guide over 50 family businesses towards enduring success and resilience.
In our journey, we've learned that the key to thriving as a family business lies not just in strong financial management, but also in fostering harmonious relationships and clear communication among family members, owners, employees and customers. Our approach is holistic, considering every facet of your business and family dynamics, ensuring that the solutions we provide are not only effective but also sustainable in the long term.
Some of the Family Businesses We've Been Proudly to Work With...
Build Your Family Business Without Sacrificing Family Harmony...
Is family Harmony important to your business success? In our 2.5-hour Family Business Boot Camp, you'll walk away with a foundational document called a Family Charter, it's a simple yet powerful agreement that outlines how your family business should operate, make decisions, transition leadership, and stay united across generations. Now, what's a Family Charter you ask?
Well, A Family Charter, Constitution or Compact is not legal paperwork-it's a clear, values-based framework that your family creates together. In Just two and a half Hours, we'll help you: Build the first version of your Family Charter with guided tools, Create structure around governance, succession, and ownership, Identify and align on family values and long-term vision, and Create an Action Plan to help you move forward with more clarity and harmony.
