CONSULTING > CASE STUDIES

Next-Generation Leadership
Worked with an international manufacturing company on developing succession strategy from first-generation business to second-generation business. Structured family and business governance that included the development and introduction of an advisory board. Served as an advisor to the board and helped create a plan to improve communication and performance. Worked with family shareholders to develop a cohesive strategy for all of the family’s holdings and expectations for each business.

Co-Leadership for Adult Children
Helped the founder of a family business to plan his exit from the company and transition his two adult children into their roles as next-generation leaders. Assisted the founder in dealing with serious conflict between the siblings that transcended through multiple generations. Created a co-leadership model for the next generation and established a regular family meeting structure that included ownership education and improving communication and transparency.

New Role for Founder
Worked with the founder of a fast-growing technology company to create a plan for a non-family executive to lead the business so that the founder could go back to developing new products and services. Established clear roles, business systems and accountabilities for family and non-family members. Implemented an advisory board with independent business leaders to provide guidance in working through the various transitions and challenges of a growing company.

Family and Work Balance
Advised four-generation farming business in figuring out a way to work and live together in close quarters. Helped families establish clear roles, rebuild trust, improve communication and establish transparent and clear compensation and benefits policies. Worked with spouses and children to understand this complex family business and how to properly balance the business ownership and their own families.

Ownership Transition
Work with business founder to transition from ownership with business partners outside the family to ownership with his son. Helped the owner articulate his vision for the company, clarify roles and expectations and reestablish trust with his children. Helped establish boundaries between family and business and reduce the tension in the family, especially with regard to spouses and expectations of the next generation.