Family Enterprise, Advising & Mentoring
Let us help you achieve your personal
& professional goals. Contact us for a free consultation.
Next Step Advisors
Using our proven 4-step methodology, we help families identify their goals and their challenges. Then we collaborate with you to create a customized action plan for ongoing advising and coaching to ensure your long-term business success and strengthened family relationships.
Family Advisory Services
Using our proven 4-step methodology, we help families identify their goals and their challenges. Then we collaborate with you to create a customized action plan for ongoing advising and coaching to ensure your long-term business success and strengthened family relationships.
Confidential Interviews
Share personal perspectives, goals and concerns during confidential one-on-one interviews.
PULSE® Report
Our summary will help you focus on what truly matters for you and your family.
Family Round Table
Develop open communications and create a shared vision.
Ongoing Advice
Regular meetings and individual coaching to ensure steady progress towards your goals.
Executive Mentoring Experience
The Emotional Intelligence for Successors course is a comprehensive personal development program has been designed specifically for family enterprise successors which includes both owners and managers.
NEW BOOK
Dear Younger Me: What I wish I knew before the transition of the family business
Develop qualities and characteristics to be a collaborative member of a family enterprise.
RESOURCES
Family Business is Good Business
As the new year approaches, I was asked to predict what I saw ahead for the year. I stated: “I predict that this will be the year that Canadians begin to recognize that family business is the economic engine of our economy.” Allow me to explain why I believe this.