WHAT WE DO...
- We provide consulting services to:
-- Owners -- Managers (Family & Non-Family Key Employees) -- Family Members
Scott shares his family business journey, the twists and
turns of running the family business, family relationships,
lessons learned, coupled with specific recommendations
and valuable tools to assist families in business together.
WHAT WE OFFER...
Our areas of deep experience and expertise include:
BUSINESS STRATEGIES & TOOLS
- Strategic Planning for Family Businesses
- Compensation , Incentive & Distribution Strategies for Family and Non-Family Members
- Board of Directors/Advisors Formation
- Acquisitions, Divestiture & Liquidity Planning
- Leadership & Ownership Succession Planning
- Shareholder Stock Redemption Plans
- Formation of Key Performance Indicators
PROTECTING FAMILY ASSETS
- Family Business-centered Trust Planning
- Development of Fiduciary Structures
including Private Family Trust & Protector Companies
- Ownership, Leadership & Management Succession
Our collective real world experience supports these areas with significant depth and understanding. Our perspective and ideas offers you a fresh approach.
FAMILY NAVIGATION STRATEGIES
Keeping Family Enterprises on Course