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Workshops & Coaching Sessions

Whether you are a family business owner, the next generation to lead, or a family business advisor, these training materials will help everyone gain confidence in the future of their family and their business.

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Family Team Launch

Learn how to align the family’s natural strengths with your established priorities in just one day. In this workshop, family members will learn what naturally energizes them to accomplish their objectives for the next stage of the business. By the end of this fast-paced workshop, everyone will leave with clear action steps needed to grow the business or transition to the next generation.

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Next Generation Leader

Prepare family members to lead the business into the future. Over the course of six months, future leaders will learn how to maximize their strengths and minimize performance risks with monthly one-hour sessions. The added bonus of feedback from others offers a clearer picture on where they excel and where they can improve their performance. Check-ins between sessions will help future leaders maintain momentum. *A three-month accelerated option is also available.

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Peak Performing Family Team

Prepare your family to be ready for what’s next. Family members will discover what’s right with themselves and each other during this six-month project. With this powerful information, you can target the actions they need to take, whether it’s growing the business or transitioning to the next generation. Throughout this program, which includes monthly team workshops and individual sessions, your family will become inspired to a level of collaboration and productivity they didn’t know was possible.

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Virtual 1:1

The Virtual ‘1-2-1 Meeting’ is perfect for those with time or budgetary limits. These one-hour meetings give you a chance to explore any concerns about your operations or family interactions in an easygoing, conversational way, and at a fixed cost. Meetings are hosted on Zoom or by phone.

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