Consultation
Family Business Transition Advisory
Structured guidance when passing a local business to a family member — capability assessment, governance, and conflict-aware communication plans.
When the likely successor shares your surname, the conversation changes. We help families separate affection from aptitude, define governance before equity moves, and plan announcements that do not surprise the staff room.
This retainer includes monthly facilitated sessions, document review, and ad-hoc calls during critical decision points. Suitable for businesses with $1M–$15M annual revenue and two or more family members in active roles.