How We Work

We offer consultations at your place of business or in our offices. We will meet with business advisors, business owners or executives, and with other appropriate family members or participants. Your situation might require us to meet with one individual, several people separately, or in groups.

If you are considering our services we would be pleased to conduct a two hour introductory consultation, without charge, in our office or at your place of business.

Who Should Consult Us

We are available for consultation to family members in family businesses and for partners and executives in other businesses. We can also be of help to business advisors including attorneys, certified public accountants, financial planners and others who consult to businesses and find that personal or interpersonal problems are making practical solutions to practical problems unattainable.

We consult on issues that affect all businesses. These include:

Family businesses face additional unique challenges such as:

Partnerships of married couples or between significant others:

These are only examples of problems that may arise. Your unique situation and problems can be addressed to help you arrive at a successful resolution of the difficulties that stand in the way of further business success.