You don’t have to carry it alone.
For second and third generation owners of $2M to $100M companies. You hold the legacy, the family and the people who count on both. We stand beside you: a family that agrees on what comes next, a business that runs on systems instead of surnames, and every option kept open.
One Value Baseline for your whole ownership group
Sound familiar
Running a family business is two jobs. Most owners only get help with one.
“My siblings and I don’t agree on what happens next.”
“Half our value lives in relationships my father built.”
“I’m not sure the next generation wants it. Or should have it.”
What changes
A business your family agrees on, and that doesn’t depend on any one of you.
01
One plan the family agrees on
Every owner sees the same number and the same plan, so the hard conversations start from facts, not history.
02
Systems, not surnames
Leadership, decision rights and key relationships move from the family to the business, where a buyer or an heir can rely on them.
03
Every option, on your timeline
Grow it, sell it to a buyer, or pass it to the next generation. The work that makes it valuable is the same.
How we work
A Partner for the business, and for the family.
Everything in your Value Baseline results, plus the work only family businesses need.
“Our mentality has changed quite dramatically. Brian and I now have a fairly large aim of where we want to go.”
Keep going
For family businesses.
Honor what was built. Decide what comes next.
Every family we work with starts with a Value Baseline™, so every owner decides from the same real number. Bring whoever needs to be in the room. In 30 minutes, we will tell you if it is the right step for your family.
The 10x GuaranteeWe find $200,000 in value, or your money back.How the guarantee works →