WHAT WE DO...

FAMILY BUSINESS CONSULTING 
  • We provide consulting services to Family Businesses
-- Owners
-- Managers (Family & Non-Family Key Employees)
-- Family Members

SPEAKING ENGAGEMENTS
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:

FAMILY BUSINESS STRATEGIES & TOOLS
  • Strategic Planning for Family Businesses
  • Compensation , Incentive & Distribution Strategies and                                                                       Plan Formation for Family and Non-Family Members
  • Board of Directors/Advisors Formation
  • Acquisitions, Divestiture & Liquidity Planning
  • Leadership & Ownership Succession Planning
  • Shareholder Stock Redemption Plans 


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