Family Biz Solutions is a specialized advisory firm dedicated to the unique needs of family-owned companies. We help mid-size family-owned companies, specifically those in the critical transition stage from owner-manager(s) to the next generation, to strengthen governance, grow, and transition leadership. We specialize in coordinating family members around business operations and aligning them with family values to ensure long-term success across generations.
Traditional consultants focus primarily on operations or financial performance. We integrate business strategy with family dynamics and governance. This combined approach leads to solutions that are both professionally effective and personally sustainable.
Traditional consultants focus primarily on operations or financial performance. We integrate business strategy with family dynamics and governance. This combined approach leads to solutions that are both professionally effective and personally sustainable.
We help families address family governance, ownership alignment, conflict resolution, and leadership transitions. We also support role clarity, communication improvement, and decision-making structures.
Family governance refers to the systems and agreements that guide how a family makes decisions related to the business. This can include family councils, shareholder agreements, and family constitutions. Strong governance helps prevent conflict, supports transparency, and protects both the business and family relationships.
Yes. We help families design and implement governance frameworks tailored to their size, culture, and complexity. This may include defining decision rights, setting policies for employment and ownership, and establishing forums for healthy communication.
Succession planning is a core part of our work. We help families prepare next-generation leaders, define transition timelines, clarify ownership structures, and reduce risk during leadership or ownership changes.
Many families engage us proactively to avoid future challenges. Early planning often leads to smoother transitions, clearer expectations, and stronger long-term outcomes.
It is never too late. We often step in as a neutral third party during high-tension periods. Our first priority is to de-escalate, facilitate respectful dialogue, and help everyone find a path forward that preserves the family bond through our mediation and conflict services.
Resistance is natural. We don’t force solutions; we build consensus. We often start by meeting family members individually to hear their concerns and build trust before bringing everyone to the table.
We view the Next Gen as partners, not just “heirs.” We help them find their own voice and career path through leadership coaching, whether that is a seat in the C-suite or a role as a responsible shareholder.
This depends on the situation. We may work with owners only, leadership teams, or multiple family members across generations. We help identify the right participants to ensure constructive and respectful conversations.
Pricing depends on the scope, complexity, and duration of the engagement. Some projects are structured as fixed-fee engagements, while others are ongoing advisory relationships. We provide clear pricing after an initial consultation so there are no surprises.
Yes. We help families design and implement governance frameworks tailored to their size, culture, and complexity. This may include defining decision rights, setting policies for employment and ownership, and establishing forums for healthy communication.
Engagements vary. Some families work with us for a focused project lasting a few months, while others choose long-term advisory support over several years. The timeline depends on your objectives and the complexity of your family and business system.
Confidentiality is fundamental to our practice. All discussions, documents, and sensitive family or business information are handled with strict discretion.
Contact us to schedule an initial complimentary discovery meeting at [email protected].
This conversation helps us understand your goals, answer questions about pricing and process, and determine whether Family Biz Solutions is the right partner for your family business.
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