Our board and management teams tend to trip over each other. Can you help us clarify the board’s role in relation to management’s?

This is a very important issue, and one that we encounter often in both non-profit organizations and equity corporations. Too many organizations attempt to put their boards to work without first adequately defining the board’s role nor its “rules of engagement” with those in management. First, you must determine if your board is advisory or [...]

Our board and management teams tend to trip over each other. Can you help us clarify the board’s role in relation to management’s?2021-05-18T01:48:54+00:00

Do you work with family businesses?

We do. In fact, over half of our clients are family-owned businesses. When the realms of business ownership, daily work, and family overlap, a unique set of rewards and challenges come into play. In our experience, most business families are aiming for both a healthy family and a high performing business, despite that the interests [...]

Do you work with family businesses?2021-05-18T01:48:15+00:00

What role do you play in succession planning? I already have a CPA, attorney, and financial planner, so what’s left to cover?

Your accountant, attorney and financial planner all play important roles in succession planning, whether you are aiming for an internal sale (i.e., to family members or current employees) or an external one. Those professionals will work to ensure that you cover the necessary bases with respect to the financial aspects of the transition. But there’s [...]

What role do you play in succession planning? I already have a CPA, attorney, and financial planner, so what’s left to cover?2021-05-18T01:47:40+00:00

What industries do you work with?

Over the years, we have worked with around 200 different organizations in a wide variety of industries, including: professional services (e.g., CPA, architectural, engineering, law), construction, heavy and light manufacturing, healthcare, senior living, agribusiness, real estate, non-profits, church/ministry organizations, education, retail, residential services (e.g., plumbing, electrical, junk removal, etc.), food service, hospitality, large events, grocery, [...]

What industries do you work with?2021-05-18T01:46:09+00:00

Why choose a psychologist as a business advisor?

Running an organization successfully requires more than just “business sense.” Ultimately, it’s the people who drive organizational performance. So, the most effective leaders are acutely attentive to the ways human beings think, feel, behave and relate to one another when they’re going about their work. Psychologists are experts in human behavior (typically accruing 5-7 years [...]

Why choose a psychologist as a business advisor?2021-05-18T01:45:32+00:00

What types of clients do you generally work with?

While we work with leaders at all levels in a wide variety of industries (including non-profits), our most common entry point is with a business owner, key executive, or rising star in a small to medium-sized privately held business. Most are highly accomplished individuals intent on continually bettering their leadership skills and the performance of [...]

What types of clients do you generally work with?2021-05-18T01:44:48+00:00
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