Each enterprise has unique circumstances under which it was created and developed. Many service-based professionals are not taught how to run a business successfully. They are taught the nuances of their trade, but get lost in the day-to-day activities that must be undertaken for continued success: location of the business, keeping books and records, networking and marketing, hiring and firing, setting up for the transition of ownership, and intrafamily issues. They may have had initial successes, but eventually reach a plateau and could benefit from some outside guidance.
Many families are ill-versed in dealing with inter-family or inter-generational communication. Some family members have more financial knowledge, people skills, or other talents that can be leveraged for even further success.
Depending on the situation, some of these concerns call for unique and complex solutions that are best analyzed from different viewpoints. We consult with the client to determine their goals and objectives. With their assistance, we outline a process to achieve those goals and to ensure prosperity while assuring the proper transition of the enterprise — whether it is continuation in the family or through another transition. We are committed to strengthening the long-term viability of the business and ensuring that the family will prosper.