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 [...]
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 [...]
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 [...]
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, [...]
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 [...]
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 [...]
