Innovation. Growth. Succession.

ADVISING and COACHING for FAMILY OWNED and PRIVATELY HELD BUSINESSES

COVID-19 Resources for your Business!

SBA Funding

Visit the SBA (Small Business Administration) website for information on how to apply for relief funding.  CLICK HERE

Unemployment Options

See what Matt Carbray of Ridgeline Financial has to say about maneuvering the unemployment process during the pandemic.  Watch the VIDEO HERE

Paycheck Protection Program

You should immediately contact the bank you do business with to apply.  For detailed information on eligibility  CLICK HERE

Services and Programs

How we can help!

Family Business Advising

Most family owned businesses are in a constant period of transition. Melding generational people and ideas, succession planning, growth and family drama.

We will evaluate your company using proven business assessment tools, create a strategic plan that works for all parties involved and if needed help you through the implementation of the plan.

details

CEO Coaching

Are you a CEO in transition?  Ready to retire yet are concerned about your company, your team and even what is next for you?

With over 30 years of experience working with privately held business owners, we can help you map out an exit strategy that works for everyone involved.

details

Strategic Planning

If things aren’t running smoothly – there’s a reason.  Let us do a deep dive into your Business Operations, Marketing Processes and Sales Procedures to uncover the roadblocks and gaps and create a strategic roadmap to get you back on track

details

STAGGERING STATISTICS

Family Owned Businesses are the Backbone of the U.S. Economy

  • In the US, family firms generate 64% of GDP or $5.9 trillion and 82 million jobs or 62% of domestic employment
  • 78% of new job creation stems from family owned firms
  • 35% of Fortune 500 companies are family-owned or controlled
  • Family firms have higher employee retention rates than non-family firm

Source:Family Enterprise USA (FEUSA)

STRATEGIC PARTNERS

Text Widget
Aliquam erat volutpat. Class aptent taciti sociosqu ad litora torquent per conubia nostra, per inceptos himenaeos. Integer sit amet lacinia turpis. Nunc euismod lacus sit amet purus euismod placerat? Integer gravida imperdiet tincidunt. Vivamus convallis dolor ultricies tellus consequat, in tempor tortor facilisis! Etiam et enim magna.