1. Understanding:
  • Individual needs
  • Family needs
  • Business needs
  • Ownership philosophy.

2. Transparency and engagement

Using our core methodology to ensure that all key stakeholders are fully engaged and involved throughout the consultancy process so that open and transparent communication takes place but in safe and supportive environment.

3. Generating Solutions

Working with the business owning family and other key stakeholders to identify and explore options for change. Because every family business situation is different we use our expertise to help the family develop their own solutions.

4. Implementation

Supporting the family business in the implementing their chosen solution and helping to build and maintain open dialogue and communication to enable them to do so

Our experience

Over the years we have helped many family businesses moving through a transition to make the difficult decisions necessary to create a foundation for future success. We have worked closely with business leaders – this usually means the CEO and senior executives – on personal change and development to help them align their personal and business objectives.

From our initial conversations regarding company succession options .. and introductions and handholding throughout meetings with outside professional advisors ...the service, interest and personal involvement has been first class...(the) journey has quite literally been life changing and has resulted in the last few years being the happiest period of my business life... I would thoroughly recommend the consultancy service