MISSION

• To help companies and high profile professionals solve business situations before they become business or personal crises -- We help owners, managers and family members acquire the business and interpersonal skills needed to set goals effectively, creating a higher performing enterprise

• To facilitate and coach owners, managers and family members regarding their relationships and how to deal with intergenerational issues -- With our guidance clients acquire the necessary skills to set goals effectively and take appropriate strategic and organizational actions.

• To focus on the people involved -- We specialize in organizational culture, ownership/leadership control, facilitation of succession planning, and establishment of continuity. We use exercises designed to teach the art of "friendly confrontations" as we work together to achieve stable and successful outcomes.

THE BENEFITS WE BRING TO A FIRM

• Clarify the working relationships between management and employees

• Define roles and responsibilities

• Resolve intergenerational disputes

• Improve organizational communications

• Establish a strategic direction for the firm

• Establish governance strategies for the family and the firm

• Facilitate the process of estate planning and business succession