Family Business
Consulting
Combining families and business is complicated.
The path to maximize your potential, build continuity, and strengthen your family strategic plan doesn’t have to be complicated. Business Consulting Resources has over 40+ years of experience working with family enterprises as expert advisors on family, businesses, and the successful transfer of leadership and ownership from generation to generation.
An Emotionally Intelligent Path to Family Business Success.
Kyler Gilbert had the incredible opportunity to team up with friend and colleague, Isaiah Pickens, PhD (he/him), to co-host a webinar on “An Emotionally Intelligent Path to Family Business Success.”
In their conversation, they explore the critical role that emotional intelligence plays in navigating the unique challenges of family businesses and draw invaluable insights for anyone looking to build a sustainable, thriving business rooted in strong family values.
Family Focused Tools
Answers to Key Questions Every Family Business Should Know
How should the leadership of the family business, which includes family members, handle a family member who is a shareholder who does not work in the company, who is expressing dissatisfaction with a decision that the leadership team has made?
What should the family and the company do when a family member working in the business makes a decision that harms the company’s financial health?
More Family Business Questions to Consider
Business Consulting Resources is a trusted advisor bringing clarity and calm to complex family decisions-helping you explore options, ease tension, and choose solutions that support both the business and the people behind it.
That depends on your family’s values, goals, and vision for the future. We help families define clear criteria for ownership that reflect both legacy and long-term business success.
Not necessarily. Some families tie ownership to active involvement; others separate the roles of owners and operators. The key is clarity and alignment.
Yes. Fair does not always mean equal. Compensation, trusts, and other benefits can be structured to honor family contributions and values without granting ownership. Business ownership is only one slice of the estate planning pie!
That’s a family decision. Some limit ownership to blood descendants, others include adopted or married-in family members. What matters is that the rules are clear and agreed upon.
These life events should be planned for in shareholder agreements, buy-sell arrangements, and family governance policies to protect both the business and the family. Planning proactively rather than in response to any one of these events is key.
Absolutely. Independent advisors and structured family councils bring clarity, professionalism, and a fresh perspective to governance and decision-making. There is no one-size-fits-all approach; the structure you create should work well for your family’s situation and goals.
Yes. These are emotionally charged and high-stakes decisions—having experienced, neutral advisors make the process smoother and more effective.
There are many options—from gifting and gradual buy-ins to structured financing. Along with your team of advisors, we help families choose the right method that supports sustainability and harmony.
With a strong strategic plan, and well-structured family governance, the next generation feels confident, empowered, and prepared—while the senior generation finds peace of mind and purpose beyond the business. In succession planning, preparing the generational in control is just as important as preparing the next generation.
Plan B could involve selling the business, bringing in outside leadership, or exploring other legacy options. The key is to prepare early so your values still guide the outcome.
