“Other things may change us, but we start and end with the family.”
—Anthony Brandt
—Anthony Brandt
"From the moment of conception, the family business is in transition."
—Michael E. O'Neal
—Michael E. O'Neal
Helping Family Businesses Transition Successfully Through Effective Planning that WORKS!
The critical boundary of family business inheres in two basic constraints:
We have the tools and support to serve the largest business sector in the world—the Family Business.
Many recent studies indicate that as many as 55+% of business owners will transition out of their current positions within the next 5 years and most have no formal plan to do so…
The critical boundary of family business inheres in two basic constraints:
- Succession induced by generational changes
- Limited managerial and financial resources
We have the tools and support to serve the largest business sector in the world—the Family Business.
- We help families develop a well-integrated, comprehensive exit strategy for current leaders
- Determine the current and desired future value of your business to maximize your investment
- Develop a strategic plan that acknowledges the issues of both the family and the business
- Develop succession plans that prepare future leaders for business success
Many recent studies indicate that as many as 55+% 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