Family businesses that succeed through the generations have certain characteristics in common with each other. They have:
  • A shared vision of the future
  • Established goals to support and achieve that vision
  • Clear roles and responsibilities for all employees
  • Organizational policies, practices, procedures and processes that promote the mission of the business
Working in concert with your family business members and your management team, our first step is to develop an objective picture of the family business: what works well and where the opportunities exist.

 


Based on the data collected in the review of the business, we work with you to prioritize the areas of concern and to develop a plan of action that will address and remedy those matters. This is important work. When we know how the organization is functioning in the present and we have explored what your preferred future looks like, then the road map becomes clear.  
The common thread among the family-owned businesses that survive into the second, third, fourth and beyond generations is that they all have plans; a plan for how the business will develop and grow; and a plan for how the family will interact with the business in a healthy and positive way. The importance of having a plan can’t be underestimated; as Yogi Berra said, “If you don’t know where you are going, you will wind up some place else.” Plans are what keep us on track. The plans of each family business are unique, because they are created to support the needs and dreams of the family that shapes them.

Working with you, we will create plans and solutions to address the situations that you are currently facing. Your involvement in this process is essential because you are the expert on your business. What we bring to our working partnership is:
  • The organizational theories and proven methodologies of the Organizational Development profession
  • The models and practical applications that explain and clarify those theories and methodologies
  • Expertise on group dynamics and process
What you can expect of us throughout our work together is:
  • A clear and unbiased picture of the internal workings of your business
  • One-on-one guidance to create appropriate processes, practices and procedures to address the issues that require change
  • A neutral, non-judgmental attitude
  • Complete confidentiality
What we ask that you bring to this process is:
  • The energy and commitment to explore the opportunities for change that exist in your family business
  • Access to relevant people, organizational information and advisors
  • Sufficient time to complete the job professionally

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