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Family Enterprise Advisor

Family Enterprises are the foundation of a country’s prosperity and economic growth. And, with about one third of Canadian family entrepreneurs planning to transition leadership of their businesses to the next generation, it’s critical they obtain strong, clear and engaged advice to help them manage this important challenge.

 

As a certified Family Enterprise AdvisorTM, I help family-owned and operated organizations across North America navigate the unique challenges they face. Other professionals can have longer-term relationships with the older generation or particular biases that influence their advice. As a neutral third party, I help families understand their unique family dynamics and how they impact their business.

Did you know... In Canada, family enterprises represent* :

80%

of all businesses

70%

of jobs

55%

of charitable donations

60%

of yearly GDP

* Private Family Enterprise Governance Survey, Why Family Business Matters for Canada, Institute of Corporate Directors.

A typical, one-year engagement involves:

  • Coaching and leadership development
  • Transitioning and succession planning
  • Business strategic planning and optimization
  • Development of a circle of trusted advisors
  • Creating a thriving, sustainable company culture
  • Understanding biases and their impact
  • Financial planning optimization
  • Marketing and sales effectiveness

For more details on how this program can benefit your family business, please contact me today.