Coaching Support for Family-Owned Businesses


There are a number of areas where virtual support can be invaluable for family-owned businesses. Because I have worked for and consulted for numerous family-owned businesses, I am in a position to offer advice and support that might not be available from your local professionals. There are a number of services that lend themselves to virtual delivery.

Organizational Development

I can provide coaching support for your business once you provide me with the necessary information. From this foundation, I can help guide you in making tough decisions regarding your business. You can receive assistance with problem solving and in the development of action plans. Based on some initial virtual support you might decide to have me visit to gather critical information which will allow and facilitate more effective coaching support on a virtual basis.

Management and Succession Planning

It is essential to receive expert guidance when you need to deal with critical questions regarding the continued success of your business. What if something unexpected should happen to you or other key members of the management team? You need to ask where you want to be in 5 to 10 years. What happens if I should die suddenly or become disabled? Does the business have a viable strategic plan and direction? These and other key questions can be addressed on a virtual basis to a large extent without incurring the added cost of on-site consultation. It allows you to test the process before incurring the added expense of on-site consulting support.

Financial and Estate Planning

I can get you started on the development of a retirement and an estate plan using virtual communication tools. In addition, I can gather an extensive amount of information which will help to minimize the cost of on-site consulting.

You can receive much of the support provided by our family-owned business succession planning services. Call me to receive a free consultation on how I can get your succession planning started in the right direction and learn how we can solve some of your other business problems.

I am comfortable working with CPAs, attorneys, and other specialists that might be involved with the planning process.

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