Family
Business
Experts
“The best way for family business leaders to prepare the next generation for tomorrow is to help them be successful today.”
Charlie Leichtweis
WHO CAN BENEFIT
FAMILY OWNED BUSINESS
FAMILY BUSINESS ADVISORS
PRIVATELY HELD COMPANIES
WHY EXPERTS IN HOW
We are experienced with the unique challenges of family business
- Our programs engage and develop younger generations preparing them for leadership.
- We help you create a defined and focused strategy for your business.
- We bring a proven and effective approach to succession planning.
- We facilitate decision making between generations and the business.
- We help identify and mitigate risks to your business.
OUR APPROACH
 We help you build the legacy you want.
- We listen to understand your needs.
- We engage your family members and associates to capture their point of view.
- We connect the key components of legacy to help you create your sustainable legacy.
EXPERIENCED. ETHICAL. EFFECTIVE.
TRUSTWORTHY
We take pride in our integrity and confidentiality. Our work is based on the principles developed by our founder Charlie Leichtweis.
EXPERIENCED
Our experience allows us to break down complex situations and help develop solutions to address your challenges.
SENSITIVE TO FAMILY DYNAMICS
We help you build the legacy you want. Our team specializes in helping navigate family and business relationships.
CLIENT TESTIMONIALS
"Charlie played a critical leadership role in the evaluation of the business followed by the development and implementation of strategies that RESULTED IN PROFITABLE GROWTH and process improvement."
Steve Kosmalski, Precious Moments Family of Companies
Chairman of the Board
“Charlie is the consummate executive and visionary leader who achieves his objectives while mentoring others. the generation and implementation of strategies with sustainable impact on P&L"
Joe Sova
VP Human Resources
COMPANIES WE'VE HELPED
