Family Business Advising

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Helping you to create cohesive families and aligned businesses for sustainable results.

Our focus is helping families in business work together effectively inside and outside of the company. Families and business can be complex enough on their own, but when combined they can become all the more challenging and rewarding. Our unique blend of highly skilled facilitative abilities, work experience and certification in family business advising, coupled with experience in strategic business advising bring the right combination of sensitivity and forward thinking.

We will help your family and business develop the appropriate governance structure that maintains both harmony and strategic focus. Creating a culture and structure that aligns family values and goals with business strategy gets family and business leaders on the same page. This will in turn create sustainable relationships and profits that will allow your family to choose its path of legacy and/or transition.

right angle is uniquely qualified to help your family business develop strategy, improve its operating performance, establish a succession or transition plan, leadership development and create governance to bring harmony to the family and business leaders. As certified Family Firm Institute Family Business Advisors, facilitators of the University of Louisville Family Business Center’s CEO Roundtable and creator of a regional cross functional family business advising consortium, owners of a family business as well as advisors to Fortune 100 companies, we are able to bring a unique perspective and level of experience to your family business.

The first step is for us to have a conversation about your current situation and what you hope to change. We will likely want to perform an independent evaluation, taking all information into consideration, and then prepare a unique action plan that will be in the best interests of the entire family and business.

Services include, but are not limited to:

  • Family Business Governance – Family Councils, Boards, Leadership Teams
  • Family Council Charters & Policies – such as: charters and constitutions, family vision, mission values and codes of conduct, conflict resolution, employment,
  • Strategic & Operational Planning
  • Transition Plans for Ownership and Leadership