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Resources For
Family Businesses & Their Advisors

Is There an Elephant in the Family Business?
2-Hour Online Course


Is There an Elephant in the Family Business?

Every business struggles with problems that no one wants to talk about. But if you don’t address them, they can lead to heated arguments, drama, and major blowouts.

So how can you start a conversation about the elephant in the family business?

In my comprehensive online course, I will teach you everything you need to know to address the problem no one wants to talk about in a constructive, productive manner. The course includes:

  • 21 Lessons/lectures
  • 13 slide decks
  • 6 worksheets
  • A 76-page ebook
  • 70+ strategies, techniques, tips, and conversation starters
  • And more
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Is There an Elephant in the Family Business? [Ebook]

If the family business has problems no one is willing to talk about, it affects everyone involved: the business owner, the next generation, and even the family business advisor. So what can you do about it?

In my book “Is There an Elephant in the Family Business?”, you’ll learn how to talk about the elephant preventing your business—and family—from moving forward.

Get Your Copy


The Advisor’s Guide to Successful Family Business Engagements [Ebook]

How can you manage problems in your client’s family business, keep your client happy, and make a lasting impact on their business? 

My book “The Advisor’s Guide to Successful Family Business Engagements” includes proven strategies and tips you can use to resolve tension and maintain profitable engagements for years to come.

Get Your Copy

Watch the Latest Videos for Family Businesses & Their Advisors

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Download Free Chapters from the Book, “Is There An Elephant in the Family Business?”

  • For Business Owners: You’re ready to start the exit planning process and position your business for the future, but are your kids ready to take over the family business? This free chapter will help you find out. DOWNLOAD NOW
  • For the Next Generation: As the future grows near, your role in the family business could change. Discover if you are ready to assume a leadership role, and, more importantly, if you even want to. DOWNLOAD NOW
  • For Advisors: There’s an elephant in your client’s business, and it’s preventing you from helping them reach their goals. In this free chapter, you’ll learn how to address the elephant and keep your engagement running smoothly. DOWNLOAD NOW


Watch the Video: Navigating Conflict in the Family Business

If there is conflict in the family business, owners can have a very difficult time starting the exit planning process. As an Exit Planner, you are in a unique position to set the family and the business up for success. 

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The Ideal Life: Discover & Plan Out Your Goals for the Future

You can’t plan for the future without knowing what you want for yourself. The Ideal Life includes 3 worksheets designed to help you determine what matters most, where you want to go, and how you can get there.

By understanding your Ideal Life, you’ll be able to take proactive steps toward meeting your goals. Get your free copy and find out if you’re headed in the right direction!

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10 Surprising Stats About Family Businesses

Family businesses are unlike any other—and they’re a lot more common than you might think. So how much do you know about family businesses?

In this infographic, you’ll learn 10 of the most shocking statistics regarding family businesses. Click the button below to download your free copy.

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Find Out What The Elephant in Your Family Business is Really Costing You

Talking about the issues in the family business is risky, but ignoring it entirely can have disastrous consequences. In this free lesson, you'll learn what's at stake when you avoid talking about the elephant—and what you can do to resolve it.

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