With more than 30 years of experience we can help owners, the business, and next generation leaders get ready for this transition by offering a unique collaborate approach that focuses on the balance of personal, interpersonal, operational, and financial issues.
Preserving Your Wealth, Family, and Legacy
A recent survey with over 60,000 family business owners revealed what leaders want most out of their company and their future. The research showed that 61% of these business owners plan to transition leadership of their business in the next five years.
In the thirty-five years we have been serving family businesses, that is the highest proportion of owners planning to turn over control that we have ever seen. Unfortunately, experience has shown us that many of these business owners will not get what they need out of their business to fund their next stage in life. If they are passing the baton to the next generation, they will not be prepared for their own future or to preserve their wealth, family and/or legacy.
We help owners, the business, and next generation leaders get ready for this transition by offering a unique collaborate approach that focuses on the balance of personal, interpersonal, operational, and financial issues. Here are the solutions we can provide:
Efficiently benchmarking the value of your business
The framework to build the value of your company in just 6 steps.
An experienced, collaborative team of Trustworthy Advisors to customize a combination of teaching, facilitation and coaching, focused on:
Essential Skills & Strengths for Next Generation Leaders
Consulting for CEO’s
Family Dynamics Communication, Resolving Conflicts and Getting on the Same Page
Practical strategies to protect your wealth, secure retirement and build an inspiring legacy
We would love to learn how you are preparing for your future. We can also share how our all-in-one, customized solution can help you preserve your wealth, family, and legacy.
When would you have 30-minutes for a quick call? Click below to schedule your free consultation today!
Family Business Consigliere
Advisor to the family
Trusted Confidant to the Boss
Mediator of disputes
Facilitator of Family Meetings
Aide with other family members
Coach to non-family members
Liaison between the head of the family and important figures outside the family
What Our Clients Are Saying
Family Business Acknowledges Cooperperson Performance Consulting for helping them bridge the gap of communication, and protecting their wealth, family and legacy for three generations
President & Next Generation Leader
If you have prospective clients that want to talk to current/former clients, please consider me an evangelist. I'd be happy to sing your praises.
Ben Diamond - President, HCCS
Experts in Healthcare Learning