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

FAMILY OWNED BUSINESS

FAMILY BUSINESS ADVISORS

PRIVATELY HELD COMPANIES

FAMILY OWNED BUSINESS

FAMILY BUSINESS ADVISORS

PRIVATELY HELD COMPANIES

HOW WE HELP

Engaging Generations

A successful succession planning process involves generational engagement.

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Developing Leadership

The key to leadership development is understanding the skills needed to effectively run your business.

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Planning Succession

Succession planning is an essential component to enhancing family business governance.

Learn more.

WHY EXPERTS IN HOW

Engage and develop younger generations to prepare them for leadership.
Create a defined and focused strategy for your business.
Apply our proven and effective approach to your succession planning.
Facilitate decision making between generations and the business.
Help identify and mitigate risks to your business.

OUR APPROACH

EXPERIENCED. ETHICAL. EFFECTIVE.

EXPERIENCED
Break down complex situations and develop solutions to address your challenges
EETHICAL
We take pride in our integrity and confidentiality. Our work is based on the principles developed by our founder, Charlie Leichtweis.
EFFECTIVE
Leverage our experience to build the legacy you want. We specialize in helping navigate family and business relationships.

WHO WE HELP

FAMILY OWNED BUSINESS

FAMILY BUSINESS ADVISORS

PRIVATELY HELD COMPANIES

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

“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