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Our private-labeled solutions empower advisors to facilitate meaningful conversations and connection with family businesses.
100 Prompts To Stimulate Your Thinking About Transition™
THE CHALLENGE: Family Businesses don’t know where to start – and the idea of trying is overwhelming.
The Primer will help you think about the future, not ruminate about the past.
How to Work with Your Family and Still Enjoy Sunday Dinner
THE CHALLENGE: Genuinely communicating your understanding of the challenges of working with family.
This publication establishes a connection that honors both our clients business objectives and family values. It says, “We’ve been in those awkward family business meetings too.” – and that authentic understanding speaks volumes.
THE CHALLENGE: Family Businesses often need a nudge about the importance of succession planning.
This product says “We want you to do this planning work but understand you’ve got a lot on your plate.” The on-the-go size makes it convenient for those times you have a spark of genius or a thought you don’t want to forget.
THE CHALLENGE: Foster entrepreneurial mindsets during uncertain times.
This product says “We understand the risks and the leap required can feel uncomfortable. We are here to help you balance both worlds.
THE CHALLENGE: Reminding your family business clients that selecting a successor is a critical business decision.
This publication product approaches the struggles of finding the right next person to lead family business in a lighthearted, yet thoughtful manner. It’s one of the most important gifts you can give to a family business legacy.