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FAMILY BUSINESS EXPERTISE

​Leading a family-owned business comes with a unique set of opportunities and challenges that require a delicate balance between professional management and family relationships. With over 15 years as the CEO of a family enterprise, Joe brings unique insight and firsthand experience to help other family businesses thrive.

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Navigating Complex  Relationships

Joe recognizes that strong personalities and differing perspectives are natural within a family business setting. When not managed effectively, these dynamics can lead to misunderstandings and conflicts that may impede business progress and strain personal relationships. With empathy and professionalism, Joe addresses these challenges by fostering open communication, building mutual respect, and aligning family members around a shared vision for the business.

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Generational Planning

​Needs

When generations of a family work together or when businesses transition across generations, unique challenges can arise. Rarely is there one right answer for these challenges. We are here to help you think through and navigate these times as effectively as possible.

Creating

Your

Legacy

You may see your business as your family's legacy. What do you want that legacy to be? We can help you think through and articulate the values your family wishes to instill in its business.

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Enhancing

Family Communication

As a trained mediator and executive coach, Joe brings a unique blend of experience and skills to help family businesses navigate the complex dynamics that can affect both relationships and results. With deep experience in multi-generational family business, Joe facilitates honest, productive conversations around succession planning, decision-making, roles, and conflict. His calm, thoughtful approach helps family members communicate with clarity and respect—ensuring that both the business and the relationships within it can thrive for the long term.

We Can Help.

Which of the following describe your interest (select all that apply)?
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