- 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)
- Team building using "Creating Strategic Innovation"
- Leadership and Empowered Team development/training
- Executive coaching, mentoring and management/family conflict resolution
- 360 Degree strategic and organizational readiness assessments
- Operational improvement, product launches, and costing systems
- Continuous improvement managment systems (ISO 9000)
- Part-time Chief Financial Officer (CFO) services