Consultations

Human-delivered advisory work for owner-led enterprises: succession roadmaps, governance design, ownership transitions, and successor readiness.

A structured advisory engagement that maps ownership, leadership, and family roles across the next transfer of control.

Typically 4–9 months · Quoted by scope after discovery

Clarify how the family makes decisions: councils, boards, meeting rhythms, and written charters that reduce friction.

6–12 weeks · Fixed project fee after scoping

Support for share transfers, buy-sell frameworks, and communication when equity moves between generations or branches.

Aligned to your transaction timeline · Day rate or scoped project quote

Practical coaching for successors stepping into operational or board roles before a formal handover.

3–6 months typical · Monthly package or session blocks