A structured process that starts with listening and ends with a shared vision for the next 3 to 5 years.
Ownership succession secures the longevity of the family business. Succession that is accepted by all family members secures longevity of the business family.
Four questions that surface whenever a generational transition begins.
We do not arrive with a plan. We arrive with a process. Starting with individual interviews, we build toward a shared picture of the family and the business in 3 to 5 years.
Every engagement starts with individual interviews with all involved family members. Each person gets space to speak openly, without the dynamics of the group. We listen for what is said, and for what is not.
Before the family can build a shared vision, the unspoken tensions need to surface. We create a setting where difficult truths can be addressed without blame, and where the family begins to see the situation through each other's eyes.
Once the picture of the family and the business in 3 to 5 years takes shape, we work backwards. Potential paths are developed, evaluated, and finally decided. The family leaves with a shared commitment, not just a document.
"The 'elephant in the room' needs to be addressed first before the picture of the future can be developed."
Whether you are at the very beginning of a succession conversation or in the middle of one that has stalled, we are here to listen first.
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