Let's talk family-owned businesses
If you’re navigating the world of a family-owned business (FOB), you already know it’s a wild ride with highs, lows, and everything in between. Families like yours pour heart, soul, and decades of work into building something lasting, but when it comes to organizing operational systems and preparing for succession, things can feel as complicated as who's going to host Thanksgiving this year and if Aunt Emily is permitted to make the potatoes again. That’s where I come in. I understand the unique challenges and joys that come with a FOB, and I’m here to help you transform those complexities into smooth, actionable steps for the future. (I can't help with Aunt Emily, though.) Let’s make sure your hard work today builds a lasting legacy for tomorrow.
Curious as to why I only work with FOBs? Learn about my background, including my family's original business and how that's set me up for a career in entrepreneurship.
Interested to know why FOBs and succession planning is so important? You know why your business is important to you; see why it's vital to the United States economy and why succession sets your business up for success for decades to come.
Want to see how I can specifically help you? Take a look at the overview of the processes and systems on which I focus to help you achieve seamless succession, no matter what that path may look like.
Ready to take the next step? Let's connect for a chat. During our time together, I will do a comprehensive deep-dive into your business in terms of its operational processes and readiness for succession. After our call, I will spend time putting together an audit for you to review, which includes an overview of our discussion, a synopsis of what's going well, details on areas of opportunity, and action items for moving forward. This session and report is entirely complimentary, whether or not we choose to work together further. My primary focus is to support you and your business’s success.
I'm looking forward to speaking with you and determining how we can work together to secure your business’s future success.
With Gratitude,
