Who Can Benefit // Closely Held Businesses

Performance and Leadership Development Strategies for Closely Held Businesses

Our business consultants are equipped with decades of experience to help your closely held business achieve and sustain success. From legacy planning solutions to leadership development for the next generation and more, we can help you craft a winning strategy to enhance your business.

Benefits For Closely Held Businesses

We have built a reputation for excellence by partnering with closely held businesses to successfully manage the challenges they face. Our core services include individual and team coaching and consultation related to personal relationships and their direct impact on the business. We combine time-tested methods used in the science of behavioral psychology with our trademarked business performance management techniques and deliver them in a personal, professional, customized manner.

Our expert services include:

Identifying and creating a strategy that supports non-financial issues that impact your company’s bottom line
Recognizing your individual company’s unique challenges and goals and how to address them
A SWOT analysis of your company to determine factors that can be improved upon
Assisting your financial and other trusted advisors in honoring your core values, especially as you transfer businesses and assets to the next generation
Reviewing and improving communication styles within individuals and teams
Ensuring culture fit and creating harmony within a conflicted leadership team
Demonstrating intentional leadership techniques
Improving trust within the organization
Discussing difficult multi-generational issues such as values, goals, philanthropy and how to preserve the values and legacy of a closely held business

OUR SERVICES

Family Business Consulting

It is no easy feat to create a successful family business that lasts for generations; less than one-third of all family businesses transition even to the next generation.

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