Governance Planning & Implementation

Governance Planning & Implementation

Working with business owners and other key stakeholders to creatively plan for the future of the company is paramount to its success.  Knowing and clarifying business and personal goals ensure the parties can work together to minimize conflicts down the road.

We are able to guide families through processes to evaluate their needs, plan changes for their governance structure, and establish a Shareholder Agreement, Advisory Board, and/or Board of Directors, all the while ensuring the family and Board are offering meaningful value.

Planning for the future does not have to be costly or contentious.  We are here to help families navigate this potentially bumpy road.