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Resources For
Family Businesses & Their Advisors

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

Download Free Guides to Help You Build a Better Family Business


5 Mistakes Family Businesses Make and How to Fix Them to Recover Faster - White Paper

5 Mistakes Family Businesses Make

Running a business is one of the most difficult things you can do. Running a family business is even harder.


And the mistakes you makes in may end up costing you and your family your business entirely.

In my my free guide “5 Mistakes Family Businesses Make”, you’ll learn what these 5 mistakes are and how to avoid them to keep your family business running smoothly.


Is the Family Business Right for You-1

Is The Family Businesses Right For You?

Are you considering joining your family business? While there's plenty of benefits from choosing to do so, you may be experiencing doubts.

In fact, some of the issues that arise from working in your family business can cause stress that becomes too much to for you to handle. 

In my book “Is the Family Business Right for You?”, you’ll learn if choosing to work in the family business is the right decision for you. 




12 Common Mistakes Advisors Make When Working with Family Businesses trimmed mockup

12 Common Mistakes Advisors Make

If you're advising a family business, you are more than likely issues caused by that family you would rather avoid. 

My free guide “12 Common Mistakes Advisors Make When Working with Family Businesses,” will show you how to avoid some of the common mistakes you're experiencing and teach you how to avoid those mistakes form carrying over to your clients.




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 issue preventing your business—and family—from moving forward.

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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.

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Insider Tips to Help You Become the Leader You Want to Be

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Watch the Latest Videos for Family Businesses & Their Advisors

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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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