* The Succession Institute, LLC is not a CPA Firm

Family Business Services

Posted: October 2, 2007 at 12:14 am   /   by   /   comments (0)

At Succession Institute, LLC, we understand the issues you need to address with your family business. Family businesses face additional opportunities and challenges just by their very nature. The family dynamic can be a boon and a bane at the same time. We’ve owned family businesses and have been advising family-owned businesses for over thirty years, so we recognize the dilemmas family businesses face when they need to address performance, ownership and management succession issues.

Our services to family businesses include, for example:

  • Development and implementation of management succession plans
  • Assessment and development/coaching of family successors to the CEO position
  • Assisting with facilitation of strategy sessions, as well as with implementation of plans
  • Providing assistance in developing marketing plans, operational plans and budgets
  • Helping owners address performance issues, both of family and non-family members
  • Facilitation of conflict resolution within the ownership group and/or family
  • Providing outside, “fresh eye” sounding board assistance for senior management and owners
  • And more

To learn more about some of the services we offer to family businesses, click on them as you roll over the Services/Family Business Services. We’ve also listed them below for you:

We hope you enjoy reviewing our website and we look forward to hearing from you.