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The many complex considerations of ownership can be simplified and streamlined by developing a plan that helps owners understand their individual roles and responsibilities and speak with one voice.

This means:

  1. Developing an owners' plan: a unified statement of the owners' values, needs and goals, how the owners will work as a group, and what kind of board arrangement they want
  2. Resolving ownership conflicts
  3. Developing and implementing succession and transition plans
  4. Identifying how the participants will be involved


Implementing what the owners want is more effective when the owners agree upon and endorse a board structure and process.

This is achieved by:

  1. Helping owners understand how board decisions are made in their business
  2. Helping owners and managers understand what boards do
  3. Designing and building board arrangements and processes that facilitate growth and transition
  4. Establishing and developing boards of directors and/or advisory groups based on the owners' needs and goals

Non-Financial Audits

A non-financial audit is a thorough company analysis that uncovers the real issues and challenges, unique to every business, that must be faced and addressed so it can move forward successfully.

This includes:

  1. Identifying a company's biggest business growth challenges
  2. Assessing the strength of management
  3. Identifying and assessing the impact of company culture, values and work environment
  4. Determining departmental effectiveness
  5. Recommending a plan of action

Implementing Growth Plans

A company that is effectively structured for long-term growth is one that is carefully, and actively, guiding the process of change.

This is achieved by:

  1. Building growth-oriented cultures
  2. Assessing and building organizational structures, and defining job responsibilities and accountabilities
  3. Raising the standards for individual behavior, performance and communication
  4. Developing performance review systems that are tied to the company's growth goals
  5. Developing and implementing strategic and annual plans
  6. Developing management teams
  7. Evaluating key personnel