FOCUS: At their best, successful family companies can serve as binding agents for lifelong commitments to shared dreams, teamwork, and, yes, family loyalty and love. They can also have the opposite impact when a family lacks a culture of cooperation and shared goals. Since 1982, we have provided shareholder, board, and management level advisory services to privately owned family partnerships, corporations, farms and ranches. Our focus always: helping client families strengthen family unity and build owner value by applying state-of-the-art organizational, governance—and particularly—communication tools. With our clients, we’ve been through two generations of transition now, and are well into a third. We’ve learned much about management and succession planning needs, robust ownership and leadership transfer strategies, the art of strategic compensation design, and the key components of a muscular management structure. We have a set of touchstones for assuring able professional advice and measuring board effectiveness.

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