Family Business is American as Apple Pie in our minds, we refer to it as the “Apple Pie eco-system”, and 100% of our work focuses on bolstering their success.
They are the backbone of the US and World Economy, employing 60% of the US workforce, creating 78% of the new jobs, providing 65% of the US Gross Domestic Product, storing 75%, on average, of owner’s wealth. On a global scale, their contributions soar even higher.
Unfortunately, most never reach their true potential, and end up failing or selling for pennies due to stale ideas, family conflict, or mis-guided transition planning, destroying legacies, families, wealth, employees’ jobs, and local communities in the process.
In the family business realm, retirement isn’t as straightforward as in the corporate world. Owners must build a business that’s either sellable or can be transitioned effectively. To do it right, it involves creating a comprehensive plan encompassing Family, Life, Business, and Financial aspects, alongside ensuring legal and tax matters are in order.

Make no mistake, this is a team sport and time is your best friend, the earlier you start, the bigger the goals you can achieve on the way to what is guaranteed to come. Just as in school when you started studying for a test early vs. cramming, which one is easier and more successful?
Only this time, there are a lot of zeros, employee livelihoods, families, and legacies involved.