Homepage Services
- Strategic and succession planning for closely- held, or family owned business organizations Including ESOPS and Non-Profits
- Governance board/advisory board development, including roles and responsibilities for shareholders, beneficiaries, trustees, directors, officers and chair/CEO.
- Retreats for Key Managers, Family or Boards (One day or Multi-day)
- Mergers & Acquisitions: Pre- & Post Transaction- Organizational Integration Assessments
- Family or partnership conflict resolution and goverance systems (family councils)