Pennsylvania Family Business Consulting & Succession Planning
The Unique Challenges and Opportunities of Family Businesses
EXOS excels in navigating diverse family dynamics in Pennsylvania’s business realm. While some advise against mixing family with business, we see Pennsylvania family enterprises as avenues for enduring success across generations. However, the lack of robust succession planning can hinder profitability. With our rich experience in guiding numerous family businesses through succession planning in Pennsylvania, we adeptly address the unique challenges owners encounter.
Reach out to us to explore solutions for your Pennsylvania family business or succession planning needs, aiming for a lasting, positive legacy.
Ready to get started? Get in touch.
Challenges We Address in Family Business Consulting
Is Everyone in the Right Role for Who They Are?
Different people are made to do different work – no amount of family pressure, monetary incentives, or getting used to the job is going to change that. The cornerstone of our work in family business consulting is determining the Core Values of everyone involved and using this knowledge to get them in the right roles with the right responsibilities.
We measure Core Values using the Core Values Index™ (CVI™) assessment, which tells us what really drives a person to be a top performer in their life and work – whether that’s taking gut-intuitive action (Builder), building strong relationships (Merchant), strategizing and thinking outside the box (Innovator), or knowing the facts and the right way to do things (Banker). Each person’s Core Values are unique to them, and are innate – though sometimes certain Core Values are suppressed or overly praised within a family, making it hard for family members who don’t “get it” to feel like they really have a place. Issues with an under-praised or over-praised Core Value can have significant effects on family dynamics, which of course will play into company dynamics for a family-owned business.
Does Your Family Share Your Passion?
What is the Exact Succession Plan?
Unique Opportunities for Family Businesses in Pennsylvania
Leaving a Legacy
Growth and Healing in Families
So What’s Next?
- You reach out to us
- We call you back and set up a discovery session. We will also give you a link to take the Core Values Index™, which is foundational in helping us understand you and how we can better serve you
- We conduct our discovery session where we ask questions, assess your needs, and figure out together what it looks like to move forward.
Ready to get started? Contact our team today!
EXOS Advisors Provides Family Business Consulting in Pennsylvania
Taylor Protocols is the sole owner and copyright holder of all Core Values Index ™ (CVI™) CVI Certified Value Added Relationships (VARs™), Top Performer Profile™ (TPP™)