We offer a robust suite of services that includes forming, structuring, or enhancing advisory and corporate boards as well as family councils to achieve the game-changing, outside-in perspective vital to an organization’s continued success.
Working in collaboration with leadership, owners, and stakeholders, we identify the unique and critical issues facing the enterprise regardless of size, industry, or business life cycle and create the optimal matrix of board structure and director experience. Our time-proven approach prepares your organization for the transition and shared visioning that are vital to cultivating or refreshing a board or family council that improves growth, performance, financial controls, and succession planning.
- Board Director Selection and Onboarding
- Custom Advisory Board and Family Council Creation
- Board Candidate Recommendations and Vetting
- Board Book Development
- Onboarding Tools and Support
- Director Assessments and Gap Analysis
- Succession and Transition Planning
- Family to Professional Management Team Evaluation and Transition
- Interim CEO, COO, and CFO Leadership
- Executive and Board Director Position Definition