Multigenerational Business Advisory Services

Multigenerational businesses face unique challenges requiring specialized expertise in succession planning, family governance, liquidity planning, and strategic transitions that preserve both financial value and family legacy. These businesses involve complex family dynamics, multiple generations with different objectives, and the imperative to balance business growth with family harmony.

With 35+ years of experience working with family-owned businesses, our team understands that these companies represent more than financial assets — they embody family heritage, employee relationships, and community connections spanning decades.

We provide strategic guidance for families exploring succession options, partial liquidity solutions and planning, enabling smooth transitions between generations. Our advisory services help expand the pathways available for leadership transitions, ownership transfers, and liquidity events while maintaining the values and vision that built the business. Our valuation services support Board decisions around liquidity planning, ownership transfers and organizational restructuring.

We structure comprehensive solutions that honor legacy while opening new possibilities for value creation and stakeholder success in these complex, deeply personal decisions.

Family legacy requires specialized expertise.