Family Businesses & Entrepreneurs

“I don’t know the best way to exit our family business and don’t have anyone to ask about it confidentially.”

“I was the right leader for my business when I started it, but now it has grown so much that I don’t like all the bureaucracy.”

“I worry the next generation of my family will not have the same business opportunities that we did.”

“I am no longer as passionate about my business as I once was, and I really want to move on to my next chapter.”

“I need help dealing with sensitive family problems without damaging our relationships or the business.”

Are you a founder, family business leader or executive with fears and concerns about the best way to lead your team, deploy strategy and protect your company’s assets through generational shifts? If so, you are truly not alone. Most successful leaders routinely find themselves in difficult and sensitive situations, and Axiom is here to help.

Our team has decades of experience advising family businesses and entrepreneurs. We believe that collaboration with other business advisors and consultants, as well as other competent professionals, leads our clients to the best possible outcomes. It’s important to us that our engagements and deliverables are very specific, with goals and timelines that are clearly articulated.

How We Help Without Usurping Your Leadership

Regardless of your situation, we are not here to second-guess you. We’re here to supplement your and your team’s skills, so you can think and act more strategically, build a strong internal culture and diverse talent pool, and deliver superior results.

  • We sit on the same side of the table as you.
  • We have deep expertise in the field, as well as personal experience being part of multi-generational family businesses.
  • We are not just planners. We remain with you throughout the implementation phase.

Beginning with Your Goals in Mind

We start with a comprehensive evaluation of your business including its:

  1. Communication and culture
  2. Strategy
  3. Talent management and succession plan
  4. Performance
  5. Business operating system
  6. Financial reporting
  7. Governance and decision-making

Building Harmony Between the Family and the Business

A family business is a very personal endeavor—one that requires solid planning and a strategy that works for you, your family and your team. We know what’s at stake and how important it is to make effective joint decisions. Our process is holistic. We work with the family and all stakeholders.

Family Enterprises & Entrepreneurs

  • Comprehensive Assessments
  • Business Consultations
  • Strategic Planning and Modeling
  • Succession or Exit Plan Development and Implementation
  • Governance, Board Development and Coaching
  • Income Modeling and Estate Plan Reviews
  • Coordinate with Other Professional Advisors (CPAs, Attorneys, etc.)

Governance & Education

  • Deliver Guidance During Major Transitions
  • Stress Values, Vision and Purpose Development
  • Improve and Develop Effective Communication
  • Strategize about Money and Relationships
  • Organize and Facilitate Family Meetings
  • Advise on Financial Literacy Skills
  • Teach Leadership and Entrepreneurship
  • Offer Peer-to-Peer Community Knowledge

Business Consulting

  • Improve Culture and Talent
  • Enhance Business Performance
  • Develop and Execute Strategy
  • Coaching to Professionalize the Business
  • Work with the Management Team as needed
  • Improve Financial Reporting and Cadence

Philanthropic Endeavors

  • Connect Personal Values and Causes
  • Define Methods and Measure Impact
  • Develop Strategy and Optimal Structure
  • Give Guidance on ESG and Impact Investing
  • Instruct on Foundation Management and Donor Advised Funds

Ensuring Your Family’s Long-Term Success

Too often families get bogged down with a laundry list or “check-the-box approach” when dealing with all the issues listed above. Taking this into consideration, Axiom’s CEO, Vaughan Scott, developed a program called Next Chapter® Planning. This process incorporates basic themes referred to as the “First Five.” These themes, referenced in the illustration below, are essential to the success of any enterprise, family business, leader and team.

Next Chapter® is a registered trademark owned by Next Chapter Institute, LLC – used with permission. Copyright © 2018-23 Next Chapter Institute, LLC. All rights reserved.

Axiom’s clients and advisors enjoy access to the latest content and publications, exclusively available through the Next Chapter® Institute. If you need help transitioning your business to the next generation or developing an exit plan, Axiom has the team and tools to accomplish your goals.

Positioning Your Family Business for the Next Generation

We invite you to experience Axiom’s custom-tailored approach. Contact us now!

and Families

Family Business & Entrepreneurs

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Our team members listen and care. Please schedule a complimentary consultation with one of our knowledgeable professionals.

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