Family Business Insights

The AI wave has quickly revolutionized business over the past few years, finding its way into everything from customer service chatbots to predictive analytics, human resources departments, and a long list of other use cases. Yet, as adoption accelerates, many businesses still underestimate the risks of AI. To make matters worse, inconsistent, and incomplete regulations […]

Why Meetings? Meetings are everywhere-so common, they fade into the background. With more than 11 million meetings happening every day in the U.S. alone, we’ve come to treat them like office wallpaper: bland, unremarkable, and not worth examining. But ubiquity doesn’t mean harmless. Many of us have quietly resigned ourselves to the idea that meetings […]

As an executive leadership coach and development professional, I’m passionate about empowering leaders to not just succeed, but to truly maximize their impact. No matter the industry or the size of your organization, leadership effectiveness is key, and it starts with self-leadership. It’s about setting a powerful example that elevates everyone around you. And at […]

IT policies are a must for businesses. They serve as a roadmap for managing IT resources and data. But what exactly are IT policies for business? They are guidelines that dictate how a company’s IT resources should be used. They cover areas like IT risk management, password policies, least privilege access, data protection, and employee […]

Steering a family business is a unique journey, a blend of passion, legacy, and, undeniably, distinct challenges. You’re not merely running a company; you’re nurturing a family’s dream. And at times, that dream can feel like it’s sailing through turbulent waters. The encouraging news is that every storm eventually subsides, and with the right compass, […]

The following story is from Simon Sinek’s book Start With Why (Portfolio, 2009): “On a cold January day, a forty-three-year-old man was sworn in as the chief executive of his country. By his side stood his predecessor, a famous general who, fifteen years earlier, had command the nation’s armed forces in a war that resulted […]

Navigating the Identity Crisis When Selling Your Company More than a business owner-who am I beyond the company I built? Navigating life after the sale starts with redefining your identity and future goals. Exiting a family business is a milestone many owners dream about-but it’s also one of the most challenging transitions you’ll face. Personal […]

What do effective leaders do? What should leaders do? Daniel Goleman posed these questions in an article for the Harvard Business Review, and they are questions that we don’t often take the time to think about. We are used to following our daily routines and dealing with the urgent matters at hand and we don’t often […]

Family-owned businesses are near and dear to my heart being the founder of one, but more importantly, they are the backbone of our communities, built on legacies, shared values, and a deep commitment to the future. But in today’s rapidly changing world, traditional leadership models may no longer be enough. It’s time to redefine what […]

The most resilient businesses are ones that expect the unexpected. Life-altering events like Death, Disability, Divorce, Disagreement, and Distress – which are known as the “5 Ds” of succession planning – may be unexpected, but that doesn’t mean you can’t plan for them. While no succession plan is foolproof, you can stay on track if you […]