Family Business Advisory in Canada. Professionalize. Without losing what built it.
Family business advisory in Canada — professionalize operations, plan succession, and scale for the next generation without losing what built the business.
Neutral between family and businessThree generations advisedProfessionalization without flattening cultureLong-arc stewardship
Governance built on trust. Outcomes held by structure.
Time spent inside family businesses, not a generic PE playbook retrofitted. Founders, siblings, next-gen, in-laws, silent partners. Every version of the dynamic.
Governance frameworks, shareholder agreements, and family councils designed for the specific family, not pulled from a template. Relationships survive the mechanism.
Succession plans that execute, not sit in a binder. We stay through the eighteen to thirty-six month transition where most successions actually fail, not the quarterly board check-in.
Five moves. No shortcuts.
- 01
Intake & scope
Confidential first call — off the record. We meet every shareholder before proposing work. Written scope within two weeks, including the two tracks we will run in parallel: the operating business and the family system.
- 02
Dual diagnostic
Two parallel discoveries. Operating business — books, team, customers, risk. Family system — shareholders, roles, employment policy, governance. We sit neutral between the two and surface the gaps that matter.
- 03
Operating professionalization
Leadership-team build-out, financial discipline, board cadence, owner-vs-operator separation. We install the operating system without dimming the instinct that built the company.
- 04
Succession architecture
Successor identification — internal or external. Development plan, governance decisions, family-employment policy. Clear timeline, written, agreed by every shareholder before it moves.
- 05
Long-arc steward
We stay on a light-touch retainer through the transition years — available when the next decision lands: a new hire, a governance question, a liquidity conversation. We leave when the family decides, not on a slide-deck date.
Family enterprises. Stewarded through transition.
AI Strategy for a Global Luxury Brand
A €4B+ luxury goods company turned scattered AI pilots into a coherent 3-year roadmap — 12% forecasting lift, 8% conversion gain, and an approved enterprise AI investment plan.
Digital Transformation of a Canadian Manufacturer
A 60-year-old manufacturer modernized operations, improved EBITDA, and readied for succession.
Fractional CFO Positions Cleantech Startup for $12M Series A
Fractional CFO built investor-grade financial infrastructure and closed a $12M round in 9 months.
They sat between my father and me for two years. Without them, the transition would have broken the business — or the family. Probably both.
Three free tools families can run privately.
Fractional vs. Full-Time Executive Calculator · Canada
Free Canadian fractional vs. full-time executive calculator — side-by-side cost, capacity, and 3-year total cost of ownership for COO, CFO, CHRO, CTO.
Workplace Culture Risk Diagnostic
Free workplace culture risk diagnostic — heatmap across 8 dimensions with intervention priorities before exit interviews tell you what went wrong.
Leadership Pipeline Assessment · Canada
Free Canadian leadership pipeline assessment — bench-strength score with named succession priorities, development gaps, and a first-90-day roadmap.
From the same family. Often scoped together.
A confidential first conversation. Off the record.
Family-business engagements live or die on trust. The first 30 minutes are off the record — and free. We'll tell you whether the work is urgent, and whether we're the right fit.