Case Studies
Real stories of owners navigating the complexity of family and business—designing both to grow, thrive, and transition successfully.
Ohio, From Founder to Future: How One Family Business Forged Its Next CEO—and Preserved the Family
Case Study: "Not Ready” to CEO: How One Family Business Forged Its Future Industry and Description:...
From The Accidental Single Family Office to a Well-Oiled Machine
Case Study: From Disorganized Wealth to Strategic Force Industry and Description: Single Family Office, 15+ yrs...
Texas, Building Family Business into Family Asset (with Family Office)
Case Study: No Thanks, Dad" to Thriving Family Enterprise Industry and Description: Manufacturer, 25+ years,...
Colorado, The Everything Founder Into the Relaxed Leader
Case Study: Colorado, The Everything Founder Into the Relaxed Leader Industry and Description: Manufacture,...
Massachusetts, Save the Family and Build a Family Enterprise
Case Study: Massachusetts, Save the Family (and build a family asset) Industry and Description: Manufacture,...
Texas, Turnaround to Succession
Case Study: Texas, Turnaround to Succession Industry and Description: Construction, 70yr old $200M+...
Ohio, From a Heart Attack to 2nd Gen Success
Case Study: From Sudden Loss to Generational Success Industry and Description: Commercial Services, 45yrs old...
California, Scale to Sale
Case Study: Scale to Sale Industry and Description: Professional Services, 18yr old $30M research marketing...