Strategic Planning

Where will your company be at the end of the year? How about in 5 or 10 years? How will your family and your company coexist? Is the next generation of your family prepared to grow your business? We work to set real, measurable goals and execute strategies to reach them.

Organizational Culture

Learn more about your company's organizational culture and how you can leverage it for the maximum benefit. We use well-respected surveys along with leadership and skills training to help you understand and improve your company's culture.

Performance Management

Let's move away from "gut feelings," and start measuring success using Key Performance Indicators. Our method is data-driven and objective. You'll be able to track the information that is important to you all in one place on our web & mobile app dashboard.

Team Building

Businesses succeed because of strong teamwork. We assess the dynamics of the teams in your organization and work with you to build stronger teams that deliver to your company real results.


Is there clear communication across your company? Would you know if there wasn't? We build effective communication skills and get the most out of team meetings and address any family challenges that are getting in the way of proper communication.

Employee Training

We know how important it is that the next generation of your family is prepared to join the team. Proper training sets the tone for your new hire's employment and keeps your team at the top of its game. We will work with you to strengthen your training program from design through execution.