INITIAL CONTACT: Typically, a representative of a family firm will arrange for an brief introductory discussion with Dr. Daniel to discuss the advisability of family business advisory services. Depending on the location of your family and firm, this can occur in person, or by phone. There is no charge for the initial contact.

LETTER OF UNDERSTANDING: Typically, when a family firm decides to engage Dr. Daniel for advisory services for their enterprise or family estate, a brief "Letter of Understanding" is drafted, clarifying the extent and terms of the original engagement. In most cases, the Letter of Understanding is limited to the Assessment & Recommendation phase.

THE ASSESSMENT & RECOMMENDATION PHASE: Normally, the next step of the advisory process entails an in-depth assessment, usually occurring at the firm's (or family's) place of business. The assessment culminates with a face-to-face meeting during which Dr. Daniel presents his findings and recommendations for action. The recommendations may include suggestions for reorganizing certain aspects of the business's management structures, ownership/board structures and family organization.

COACHING PHASE: Some family enterprises find it beneficial to engage Dr. Daniel as a coach to assist them in creating new communication or organizational forums, and to begin practice using these forums for problem solving.

WHERE DO WE MEET WITH DR. DANIEL? In most cases, the assessment phase will occur at or near your business site or a location central to various family members. The coaching phase typically takes place at your business site or at a neutral location nearby (such as a hotel conference room in your community).

•Santa Barbara conference center: Occasionally, family business owners enjoy a retreat at the Center's comfortable conference facility located in Santa Barbara.

•Geographic service area: Dr. Daniel is available to provide advisory services in the western region, particularly California, Nevada, Colorado, Utah, Arizona and Oregon.