Advisory work
Succession & Ownership Sessions
Facilitated sessions that help family and co-owners name succession paths, voting rights, and timelines before pressure forces the conversation.
Fit
Family businesses and partnerships where ownership transfer is approaching but undocumented.
Delivery
Series of facilitated workshops over Three to six sessions over two to four months. Marysville meeting rooms or client premises.
Write to us with your timeline and we will confirm whether this format suits the decision in front of you, or whether a standing advisory retainer is the better starting point.