We’re a father/son team consulting to family and closely held businesses.  With compatible styles and complementary skill sets, we model the relationship that we encourage our clients to develop.  Our dual generation approach brings to the fore a whole range of differing experiences and perspectives.  With our deep respect and affection for one another coupled with well honed communication skills, we live our work on a meta-level.  Drawing on our educational and career backgrounds, we’re continuously aware of how we work together and the immense power of language- both verbal and body.

The world of family business is complex; there are no quick solutions as each situation is unique in its own way.  In our work together with family enterprises, we understand the issues and challenges as we live them and manage them ourselves.  We resist quick solutions and honor the words of Dr. Stephen Covey, “Seek first to understand, then to be understood.”

Much of David’s mantra is “managing expectations.”  In our work in the arenas of closely held business and family enterprise, we strive to gain a deep understanding of the various experiences and perspectives that our clients hold.  As we learn their desires, concerns and expectations, we work to seek their alignment on fundamental goals and then build a plan to achieve them.

For more information, or to talk about your family business challenges, we invite you to contact us.