Consulting Services

               In working with family businesses we look at three central areas; the family, the individual and the business. This is because they are all intertwined and impact each other. We see ourselves as Coaches working with the family to create a higher level of teamwork. We begin with an Assessment of these areas. This Assessment takes places through private structured interviews, questionnaires, and analysis of the company's business.  

________ Just like when a person enters the Dr.'s office because they don't feel well, so it is with our clients. Similarly, we begin with a diagnosis. Because the stress is felt in one part of the family or the business - does NOT mean that this is the cause. A careful diagnosis assesses and differentiates the causes from the symptoms of the stress.

It is best to do both a diagnosis of the family and the business system. This diagnosis is done through a series of private interviews and questionnaires with family and non-family members. We also look at various financial, marketing and strategic business data. Often we attend Executive, Management and Board of Directors Meetings to assess the effectiveness of these meetings.