We reduce the stress and work that goes with family business succession.

Our modular approach to exit planning empowers clients to choose their approach based on their preferences, priorities and budget.

  • Benchmarking & Goal Setting

    Document a vision for the outcome, the problems to solve, the stakeholders to be considered, project scope, trusted advisor analysis and sourcing.

  • Organizational Readiness

    Create a Transition Roadmap, including a structure for healthy communication while identifying and developing successors for all critical roles in the organization.

  • Sustainable Legacy Framework

    Establish family governance. Clarify the family’s vision for perpetuating a multi-generational business, and draft the policies to be included in a Family Charter.

  • Succession Plan Progression

    Quarterback the completion of the financial, legal, risk and tax planning needed to finalize an agreement between the current owner(s) and successor(s).

Our clients define their success measures.

Here are some outcomes family businesses typically seek.

Owners are solidifying plans and communicating with successors

  • Addressing long-term planning so others can have clarity and direction in their career

  • Sharing authority, and communicating the parameters of new authority without going back on agreements

  • Respecting the decisions of those who have been empowered

  • Holding others accountable

  • Investing in leadership development

The Next Generation is Prepared to Lead

  • Communicating with absolute clarity about what they want

  • Closing the gap on their personal and professional development plans

  • Taking ownership and accountability for implementing change

  • Building financial and industry acumen

  • Gaining empathy for the challenges of others (including parents, siblings, extended family and non-family leaders in the business)

  • Handling difficult conversations, managing conflict and holding others accountable

  • Able to introduce and implement new ideas while honoring what came before

Siblings (or Cousins) are Prepared for Partnership

  • Capable of self-managing long-standing rivalries

  • Understands that fair does not necessarily mean equal

  • Developing an owner’s mindset

  • Committed to working cooperatively but independently across their areas of expertise

  • Clear expectations around authority, opportunity and compensation

  • Cultivating a shared sense of purpose

Family Business Goverance is Underway

Family Governance

  • Creates a structure for decision-making, communication, and accountability

  • Ensures the family’s voice is organized and aligned as the business evolves

  • Supports harmony and continuity as ownership and leadership transition over time

Family Councils

  • Serve as the organizing body for family governance

  • Include representation from owners, operators, and extended family — even those not working in the business

  • Provide a regular forum for discussing family priorities, policies, and concerns

  • Help manage boundaries between family and business roles

  • Foster connection, transparency, and shared learning across generations

Family Charters

  • Document shared agreements about how the family engages with the business and each other

  • Clarify how sensitive issues — like ownership, employment, and succession — will be handled

  • Capture the family’s core values and enterprise mission in one unifying statement

  • Reduce emotional reactivity and prevent personal dynamics from derailing key decisions

  • Lay the foundation for long-term legacy and impact in the community

  • Promote collaborative decision-making across differing points of view

Change-ready to exit on your timeline & terms

This comprehensive package costs $3,000 per month, per module. Depending on the number of modules purchased, anticipate 1-3 years to complete.

Service packages can be customized to suit, but must include the Benchmarking & Goal Setting module. Pricing and scope of work is for BossCoach only, and does not include fees for external trusted advisors.