An advisory firm assisting business families in the planning and implementation of integrated transition strategies aimed at business continuity, family harmony, and lasting legacy. As transition strategists, we help business families articulate their goals and expectations for the process, build healthy communication channels, and assist in the creation and implementation of a transition strategy with an understanding of the implications the strategy has on the business, the family, and the CEO.
Services and/or Products:
We assist family and private businesses to successfully articulate, plan, and implement leadership and ownership transitions. This includes services in family meeting planning and facilitation, family charter facilitation and development, family council development and facilitation, and strategic planning.
Past/Current Involvement with the Goering Center:
- Goering Center Program Director, 2011 – 2013
- Goering Center Volunteer, 2010 to present. Facilitator and instructor in the Next Generation Institute, Road Map Institute, Principles Course, and Core Member Breakfast series.
Special Offer(s) for Goering Center Core Members:
Initial “discovery” session with all stakeholders – No Charge.