Welcome

Are you the founder of a family business, head of a second-generation business, a spouse, sibling or manager in a family business and concerned about preserving harmony in the family, leadership succession, or the legacy of the family and the business?

Or are you a professional, small business owner or entrepreneur who is good at what you do, but find that running a business is something altogether different?

Are you like Mary G. who worked for a large company? She received frequent recognition for her work. She was given awards and was taken to lunch. She felt she could “do it better” and started her own business. She is now struggling to balance doing the work, managing the paperwork, getting paid and developing new clients. She seems always to be behind on jobs and no one is taking her to lunch anymore.

Or Mary H., spouse of the founder of the family business, who feels all four children should share equally in the business though two have careers elsewhere.

Or Bob P. who started a professional services firm with an eye on creating equity in the business that would allow him to sell his business eventually, but he had never received training on how to run a business.

And James T. whose uncle delegated tasks but no ability to make decisions before un-officially retiring and who periodically “checks-in” creating more havoc than not, as the firm declines, because both lack experience of a successful succession process.

Are you creating equity in your business or do you simply have a job? Are you running a business but find that you have less energy, less productivity, and more problems? Is the only equity in the business what you put into it daily with your knowledge and presence?  Are you looking to develop the next generation's ability to grow and pass the business to their children?

You want a business that works for you rather than you working for the business. You want to be sure that the work you put into your business produces more rewards than if you worked for someone else. You want a business that:

• Does not require your constant attention to produce results.

• Frees you to work on and grow your business consistent with your long-term goals and the legacy that is important to you.

• Has meaning and purpose.

• Allows you to have balance and more enjoyment in your life.

You want to be like Mike B. who proudly told me how he was introduced by his leadership team to a new client of his business that they were solely responsible for bringing in and were responsible for servicing.

Our clients have found:

• Their businesses no longer run their lives. They now run their businesses.

• They now have a plan for creating long-term equity for themselves rather than having a job they call a business.

• They have increased productivity and profit.

To learn more about the issues we helped our clients with go to the next section Who We Work With.