Family Business Advisement & Planning

Family Business Advisement & Planning

Helping family businesses transition successfully through effective planning.

Family businesses represent the largest business sector in the world.  Our goal is to help your family develop a well-integrated, comprehensive exit strategy for the current leaders. This includes creating a strategic plan that acknowledges the issues of both the family and the business, and works to develop succession plans that prepare future leaders for business success.

Many recent studies indicate that as many as fifty-five percent of business owners will transition out of their current positions within the next 5 years and most have no formal plan to do so…no successors…no financial plan…no solid options for consideration.

Effective Succession Planning creates a stable and sustainable platform that helps to guide the company forward with a solid management team to assure management succession and an ownership structure that removes uncertainty about ownership succession.

With effective planning, both the family and the business can thrive through the inevitable changes that impact every business.

Contact Us To Learn More.

Case Study:

A manufacturer of lighting products for
residential and commercial markets.


Coming soon.