Consulting

by Beth Renga, Director of Consulting Services Imagine you’re in a business meeting or in a conversation with colleagues or someone in leadership. Something comes up and you have a thought you could…

In a changing and increasingly competitive market, winning new customers is a critical driver of sustainable revenue growth and long-term business value. For many organizations, customer acquisition is…

At Haefele Flanagan, we’ve worked alongside family businesses for decades and we know that running one takes more than hard work and good intentions. It takes planning, clarity, and the confidence that…

Family-owned businesses are a cornerstone of the global economy, representing about 90% of all businesses worldwide, according to the Family Firm Institute. Yet despite their strong presence, many don’t…

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…