Our Family Business Advisory program will help you create a strategic plan, including a financial assessment, board of directors, and succession plan that achieves your personal goals.

Family Business Advisory – Family Business The FBA program is specifically tailored to ease the difficulties inherent in family-owned organizations regarding succession planning.  This program will assist clients with developing  an Exit Strategy, Strategic Plan, effective Succession Plan, and creating an Advisory Board to help you meet your strategic goals.

CEO Connex - CEOconnex is an eight month hands-on program in which technology and manufacturing CEO’s work with industry experts in fields like finance, sales and marketing, strategic planning and more learn and apply key tools for the foundation and sustainability of their business.

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518.465.8975