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Family Business
Consulting

With more than 30 years of experience we can help owners, the business, and next generation leaders get ready for this transition by offering a unique collaborate approach that focuses on the balance of personal, interpersonal, operational, and financial issues.

Preserving Your Wealth, Family, and Legacy 

Image by Nick Fewings

The Research

A recent survey with over 60,000 family business owners revealed what leaders want most out of their company and their future. The research showed that 61% of these business owners plan to transition leadership of their business in the next five years.

In the thirty-five years we have been serving family businesses, that is the highest proportion of owners planning to turn over control that we have ever seen. Unfortunately, experience has shown us that many of these business owners will not get what they need out of their business to fund their next stage in life. If they are passing the baton to the next generation, they will not be prepared for their own future or to preserve their wealth, family and/or legacy.

The Process

We help owners, the business, and next generation leaders get ready for this transition by offering a unique collaborate approach that focuses on the balance of personal, interpersonal, operational, and financial issues. Here are the solutions we can provide:

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  • Efficiently benchmarking the value of your business  

  • The framework to build the value of your company in just 6 steps.  

  • An experienced, collaborative team of Trustworthy Advisors to customize a combination of teaching, facilitation and coaching, focused on: ​

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  • Succession Planning 

  • Essential Skills & Strengths for Next Generation Leaders 

  • Consulting for CEO’s 

  • Family Dynamics Communication, Resolving Conflicts and Getting on the Same Page 

  • Practical strategies to protect your wealth, secure retirement and build an inspiring legacy 

We would love to learn how you are preparing for your future. We can also share how our all-in-one, customized solution can help you preserve your wealth, family, and legacy.

When would you have 30-minutes for a quick call? Click below to schedule your free consultation today!

Our Expertise

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Ellen Cooperperson

Family Business Consigliere

  • Advisor to the family 

  • Trusted Confidant to the Boss 

  • Mediator of disputes 

  • Facilitator of Family Meetings 

  • Aide with other family members  

  • Coach to non-family members 

  • Liaison between the head of the family and important figures outside the family 

What Our Clients Are Saying

Family Business Acknowledges Cooperperson Performance Consulting for helping them bridge the gap of communication, and protecting their wealth, family and legacy for three generations

Steven Koss

President & Next Generation Leader

Sheralven

If you have prospective clients that want to talk to current/former clients, please consider me an evangelist. I'd be happy to sing your praises.

Ben Diamond - President, HCCS

Experts in Healthcare Learning

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