We work closely and intensively
with a limited number of firms

Family-Owned and Closely Held Businesses

In addition to the challenges and opportunities that all businesses face, family-owned and closely held firms have an additional set of issues, concerns and opportunities that are unique to them. These include such things as integrating family members, succession planning, dealing with non-operating family, cash versus investment, and decision making.

As a key element of our consulting services, we work with family business clients to help them gain more focus on business issues, bringing a broad perspective to the concerns facing family businesses. It is not our intent to replace existing financial, legal, or estate planning advisors, but we can (if desired) collaborate with them to make sure that the business decisions you make fit within the broader context of a stable family business environment.

During the course of my career, I've had the privilege of working with a variety of companies on a range of issues, such as profit improvement, market strategy, business development, productivity, and valuation, including acquisitions and divestitures, and preparing for a public offering. Many of these clients were closely held or family run or owned businesses, ranging in size from less than $1 million to more than $10 billion in sales.

Our interest in family business is long-standing. (My doctoral dissertation dealt in part with how family concerns and issues affect business decisions.) That's why we are excited to add this new area of concentration for our consulting practice — a focus on helping family businesses address their opportunities and challenges.

Contact us for more information about how we can help you.