Family Business Governance

Our team works with you to create clear governance frameworks that keep things running smoothly while respecting the unique dynamics of your family. It’s about finding the right balance between business goals and family values. We help you put the right structure in place — without losing what makes your family business special.

Struggling with accountability? Let’s talk.

Family Business Governance

Our team works with you to create clear governance frameworks that keep things running smoothly while respecting the unique dynamics of your family. It’s about finding the right balance between business goals and family values. We help you put the right structure in place — without losing what makes your family business special.

Struggling with accountability? Let’s talk.

Family business governance is all about creating clarity — knowing who’s responsible for what and how decisions are made.
When your family business has a clear structure, it builds trust, encourages accountability, and helps everyone work together toward long-term success.

It’s a key step in building something that lasts for generations.

How Our Expertise Unlocks Your Potential

Our team of professionals helps family businesses navigate sensitive issues like succession planning, tax strategies, family business governance, and conflict resolution. We don’t just provide financial services—we build strong relationships with our clients, to truly understand the intricate needs of both the business and the family behind it.

Trevor McCandless Fusion CPA CEO Entrepreneur

Trevor McCandless

CEO, CPA, MTax

Susan Borkowski CPA Accounting Manager

Susan Borkowski

CPA PLLC

Thor Conklin 300x300 1

Thor Conklin

BBA

Kathe Katherine Harrington 300x300 1

Katherine Harrington

CPA, MAFM

Danielle Palmer 300x300 1

Danielle Palmer

BBA

Overcoming Family Business Governance Challenges with Expert Guidance

To help you resolve these issues, we focus on the following key components:

Structured Governance

Establishing a well-defined family business governance framework ensures clear roles and responsibilities for each family member. This creates an effective structure that fosters growth, continuity, and accountability.

Formal Agreements

Policies such as shareholder agreements and family constitutions set a foundation for consistent decision-making. This ensures that all members align with shared principles and business objectives.

Organization Development

Clearly defined business goals foster a culture of innovation and high performance, positioning your family business for sustainable growth. By establishing a unified vision and assigning responsibilities strategically, you can minimize role overlap and maximize efficiency.

Actionable Roadmap

A strategic roadmap with documented milestones and potential challenges helps you become proactive about problem-solving. It also facilitates accountability to keep members focused on long-term success.

Communication and Transparency

Regular, open communication builds trust, manages expectations, and resolves conflicts. Forums such as family councils and shareholder meetings facilitate ongoing dialogue and collaboration.

Secure your legacy. Let’s build your plan!

Our Approach

Discovery Vision Alignment family business
  • Visioning Session: Engage key family members and leaders to define goals, legacy aspirations, and pain points.
  • Alignment Assessment: Evaluate alignment between family values, individual goals, and business objectives.
  • Outcome: Clarify the family’s values, vision, and succession needs.
Strategic Evaluation family business
  • Family Enterprise Analysis: Conduct SWOT and organizational assessments for unique family business insights.
  • Vision & Values: Define core values, mission, and a 5–10 year vision across generations.
  • Outcome: Establish a clear understanding of current state, aspirations, and challenges.
Succession Leadership Development family business
  • Readiness Assessment: Evaluate next-gen leadership potential and alignment with long-term vision.
  • Custom Development Plans: Design tailored mentorship and training for skill-building and governance.
  • Engagement Proposal: Customized plan for succession planning and leadership development.
  • Outcome: Create a clear roadmap for next-gen leadership development.
Governance Implementation family business
  • Governance Frameworks: Set up family councils, advisory boards, and defined roles.
  •  Actionable Roadmap: Outline milestones, scorecards, and structured communication strategies.
  • Outcome: Build a governance framework ensuring continuity and accountability.
Ongoing Support family business
  • Regular Check-Ins: Host routine meetings to review progress and address evolving needs.
  • Guided L10 Meetings™: Drive alignment and ensure consistent progress.
  • Outcome: Foster growth, strong leadership, and lasting family harmony.
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Why Choose Fusion CPA for Your Family Business?

Running a family business isn’t always easy — but you don’t have to figure it all out alone.
We’re here to help you set up simple, clear structures that make things run smoother. That means defining roles, playing to each family member’s strengths, and creating agreements that keep communication open and honest. With the right support, your business can grow stronger for the long haul — without sacrificing the relationships that matter most.

Let’s Build the Future of Your Family Business—Together

Schedule a Discovery Call

Tailored Pricing Plans to Match Your Business

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Business Advisory Services Pricing Model