Strategic Phase – Family Business Advising

Once the evaluation and feedback phase is complete, most family enterprises choose to engage Dr. Daniel as an advisor or consultant to assist them in implementing many of the recommendations that emerged during the evaluation phase. In this capacity, Dr. Daniel acts as a management and family enterprise "coach."

Recommendations typically are drawn from the four key arenas essential for family business success:

Implementing the recommendations may also require the assistance of other professionals such as CPAs, attorneys, finance specialists, private investment bankers and pension specialists. In many enterprises, these key professionals are already providing services; Dr. Daniel will collaborate with these established advisors. Where a gap exists, Dr. Daniel will recommend experienced professionals who the business owners may wish to interview as potential service advisors.

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