Our process blends our experience and expertise with the unique circumstances of each family business. We follow a process of discovery, understanding context, determining goals and pathways to achieve them.
Family Business Consulting
“The voyage of discovery is not seeking new landscapes, but in having new eyes.”
- Marcel Proust
Exploration & Alignment
Conduct a kick-off meeting. Explore issues, opportunities, outcomes and deliverables. Establish ground rules; discuss boundaries and confidentiality. How do you work best together? Talk about next steps and timelines.
Gather background information; interview family members, distill key messages and review past/current work relevant to goals.
Goals & Action Plans
Consolidate results and report findings to key stakeholders. Align goals with action plan (both one-on-one and as a family). Revisit family support and commitment; agree on next steps.
Build communication and conflict skills
Develop family cohesion
Implementation & Accountability
Create robust individual/family action plans. Report on individual and family progress; revise and adjust as needed.
Develop shared focus
Align around engagement purpose and goals, key stakeholders, process, and expectations
Current state assessment
Create a fact-based picture of performance strengths and opportunities using 360 feedback and/or personality assessment
Action planning and commitment
Build a customized plan for development
Regular meetings fostering accountability and providing resources and support for goal attainment
Assess developmental progress with client and key stakeholders