Consultations
Each consultation is delivered by advisors who sit with owners and floor staff, observe live cycles, and write recommendations the next generation can argue about constructively.
A structured look at how work moves through a family firm — from order intake to cash collection — so owners can see where handoffs stall and who holds unspoken knowledge.
On-site discovery with written findings · Three to five weeks
Clarify which decisions, supplier relationships, and customer habits sit with the founding generation — and design a staged handoff the next generation can carry.
Facilitated workshops plus documented handoff plan · Four to eight weeks
Rebuild the path from customer request to payment for manufacturers, distributors, and multi-branch family shops where paperwork and floor work diverge.
Process redesign with pilot in one product line or branch · Six to ten weeks
Neutral facilitation for ownership meetings where process changes, roles, and spending authority need a calm, structured agenda.
Half-day or full-day facilitated sessions · Single session or a short series