FAQs
Frequently Asked Questions
Who We Are & Who We Serve
Family Biz Solutions is a specialized advisory firm serving family owned companies navigating transition. We work primarily with mid-size family businesses moving from owner manager leadership to the next generation. Our work strengthens family governance, supports leadership continuity, and aligns family members around business operations and shared values to ensure long term success across generations.
We work with founders, sibling partnerships, and multi generation family enterprises. Our clients span a range of industries and business sizes, from small privately held firms to complex family enterprises.
Traditional consultants focus primarily on operations or financial performance. We integrate business strategy with family dynamics and governance. This combined approach leads to solutions that are both effective and sustainable.
Our work
We help families address family governance, ownership alignment, conflict resolution, and leadership transitions. We also support role clarity, communication improvement, and decision making structures.
Family governance refers to the systems and agreements that guide how a family makes decisions related to the business. This can include family councils, shareholder agreements, and family constitutions. Strong governance helps prevent conflict, supports transparency, and protects both the business and family relationships.
We help families design and implement governance frameworks tailored to their size, culture, and complexity. This may include defining decision rights, setting policies for employment and ownership, and establishing forums for healthy communication.
Succession planning is a core part of our work. We help families prepare next-generation leaders, define transition timelines, clarify ownership structures, and reduce risk during leadership or ownership changes.
Many families engage us proactively to avoid future challenges. Early planning often leads to smoother transitions, clearer expectations, and stronger long-term outcomes.
It is never too late. We often step in as a neutral third party during high-tension periods. Our first priority is to de-escalate, facilitate respectful dialogue, and help everyone find a path forward that preserves the family bond.
Resistance is natural. We don’t force solutions; we build consensus. We often start by meeting family members individually to hear their concerns and build trust before bringing everyone to the table.
We view the Next Gen as partners, not just "heirs." We help them find their own voice and career path in the business.
Process, Pricing & Logistics
We use a family systems approach that recognizes the unique intersection of family relationships and business dynamics. Our process typically begins with confidential assessments and interviews to understand your family's culture, values, and goals.
We then facilitate structured conversations that help families make decisions together rather than imposing outside solutions. Our role is to guide and ensure that governance structures or transition plans reflect your family's authentic values and priorities.
This is flexible. We may work exclusively with the owners, the leadership team, or multiple generations. We help you identify the right participants to ensure the right conversations happen with the right people.
Pricing depends on the scope, complexity, and duration of the engagement. Some projects are structured as fixed fee engagements, while others are ongoing advisory relationships. We provide clear pricing after an initial consultation so there are no surprises.
We often structure work in phases so families can start with the most urgent priorities. This approach allows flexibility while still moving toward long-term goals such as succession or governance development.
Engagements vary. Some families work with us for a focused project lasting a few months, while others choose long-term advisory support over several years. The timeline depends on your objectives and the complexity of your family and business system.
This depends on the situation. We may work with owners only, leadership teams, or multiple family members across generations. We help identify the right participants to ensure constructive and respectful conversations.
Confidentiality is fundamental to our practice. All discussions, documents, and sensitive family or business information are handled with strict discretion.
Getting Started
Contact us to schedule an initial Complimentary discovery meeting on [email protected]. This conversation helps us understand your goals, answer questions about our process, and determine whether Family Biz Solutions is the right partner for your family business.
The discovery meeting is a no-pressure conversation that typically lasts 60-90 minutes, where we learn about the family business situation, current challenges, and goals. You'll have the opportunity to ask questions about our approach. We'll share our initial observations and, if appropriate, outline what an engagement might look like. There's no obligation to move forward, and many families find the consultation itself valuable in clarifying their thinking.