Lunch & Learn Seminar Series
A series of FREE Monthly Workshops designed to ensure both your business and your family remain intact.
EVERY MONTH | JUST 60 MINS | INCLUDES Q&A
Helping Family Businesses ASCEND to the Summit of Success
Discover the opportunity to optimize your team and their talents to achieve success.
- Gain Clarity in your Vision
- Guidance through Business Model Change
- Streamline Strategy
- Build Enduring Family Business Relationships
Is Your Business Experiencing:
- Lack of Subject Matter Experts: resulting in missed opportunities
- Lack of Options: conflicting goals
- Lack of Capacity: stress and fatigue
- Loss of Control over Governance
- Culture that Resists Change
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.
