The Owners of an unprofitable business want to position the company for a Sale.  They are concerned with how a high value can be attained while having family members in the management team.  Usually, a strategic plan will enable long term non family managers to stay on as well as family members, as the company increases the Sale Value.  In some client projects, the selection of a new non family GM take place, providing new leadership and direction.   In others, the family members remain, but in different, more effective positions.

Management team or partnership is trying to figure out the direction of the company.  There are so many opportunities, with limited cash, that determining the best approach is a challenge.  They started the business "in a garage" and have grown it well.  They know their customers, they know what they do well.  Working long hours needs to change as their families want more of their time.  They do not have a well written business plan, but they do know it in their head.  They are close to making money or are doing very well.  They want to know if the