Lunch & Learn Seminar Series

A series of FREE Monthly Workshops designed to ensure both your business and your family remain intact.


Helping Family Businesses ASCEND to the Summit of Success

Discover the opportunity to optimize your team and their talents to achieve success.

Is Your Business Experiencing:

This is a Common Story for Family Businesses

Just over half of families are on the same page when it comes to strategy
77% of the time family members don't agree on vision, use of resources, or role transition processes
1 in 10 say those conflicts have been extreme
Yet just 13% have a conflict resolution process

Meet Wendy

Having grown up in a family small business, I have firsthand knowledge of the unique challenges in leadership, succession, growth, and changing markets. This created a passion in me to dedicate my work to seeing businesspeople who have spent their lives building their companies, reap the rewards of their efforts.

In my career I have co-founded three companies, one of which sold to a Fortune 1000. Success is built upon sound strategy, being adaptive to change, resilient, and building healthy, collaborative relationships within a company. 

Disaster Preparation and Recovery for Any Size Business

4 Steps to Pandemic Survival

Parenting Business:
EveryDay Tactics