Each phase tackles a critical pillar of long-term success.
Phase 1: Family Business Optimization
Smarter Systems for a Stronger Family Business
Family businesses often face weak accountability, misaligned visions, and complex family dynamics. Our Optimization phase brings structure, focus, and financial discipline into your operations without losing your family values.
Using EOS® tools and our Traction CFO model, we help you align vision, operations, and financial clarity so your business can reduce internal friction, unlock growth opportunities, and build a healthier, more resilient business.
Phase 2: Continuity Planning
Protecting Your Family and Business Through Life’s Uncertainties
What happens if leadership changes suddenly?
Continuity Planning ensures your family and business stay stable in times of uncertainty. Beyond insurance, we put in place practical frameworks for succession, income stability, and operational continuity.
We also prioritize spousal clarity and access, making sure your spouse and family members aren’t left in the dark. From financial accounts to daily operations, we ensure those left behind have the visibility and tools they need to keep the business running.
This phase gives your family peace of mind, protects your employees, and preserves client confidence when it matters most.
Phase 3: Estate and Risk Strategy
Safeguarding Wealth, Relationships, and the Future
Without proactive planning, estate disputes, unexpected risks, and unclear ownership can fracture even the strongest family businesses. While Continuity Planning addresses business stability during unforeseen disruptions, our Estate & Risk Strategy ensures long-term protection and smooth inheritance of your assets.
We create strategies for inheritance, buyouts, risk management, and wealth distribution, so your family legacy is safeguarded for future generations.
Phase 4: Next Gen & Governance
Empowering Future Leaders and Strengthening Governance
Passing down a family business means more than transferring assets; it means developing leaders and preserving values. This phase equips the next generation with the mentorship, structures, and governance they need to succeed while keeping family unity strong. We help you design family constitutions, councils, and leadership development pathways so transitions feel empowering, not chaotic.
With clear governance frameworks and leadership development plans, we ensure your business remains resilient and your legacy endures.