Consulting

For many family-business owners, the question “What happens next?” looms large as retirement, health, or changing priorities enter the picture. Choosing among selling, merging, or passing the business…

Family businesses make up a significant portion of the global economy for good reason, they often carry deep traditions, a strong sense of purpose, and long-term commitment that can span generations. But…

Family businesses are unique, blending family relationships with business performance. An annual retreat or planning session helps connect these two spheres: reinforcing shared identity, enabling collective…

A Unique Window for Business Owners The largest generational transfer of business wealth in American history is sitting in traffic. Millions of baby-boomer business owners who have spent decades building…

Early August brings a wave of back-to-school energy; store shelves are filled with notebooks and backpacks, dorm rooms start taking shape, and photos of kids heading off to college or boarding the school…

In the 21st century, the rules of customer acquisition have transformed dramatically. Where traditional advertising, word-of-mouth, and local relationships once dominated, today’s landscape is driven…

Running a family business can be incredibly rewarding but it also comes with unique challenges, especially when it comes to assigning roles and setting compensation. For many family-run enterprises, the…

At some point, every business owner considers their exit, whether it’s selling to a third party, passing the business on to the next generation, or bringing in an investor. But achieving the best possible…

Family-owned businesses account for 90% of all businesses worldwide, according to the Family Firm Institute. Yet despite their success, they face unique challenges, including succession planning, emotional…

In boardrooms across the globe, one question dominates strategic discussions: “Are we ready for AI?” The answer often reveals more about organizational preparedness than technical capability.  The business…