Family Business Client Profile
Thank you for your interest in working with us. You are one of the unique families that love each other and want to work together to make sure your family thrives, your business performs and working together create a lasting family legacy.
Having a plan and implementing a plan requires discipline and a commitment of time and energy to be successful. Recognizing the importance of having an unbiased professional family business adviser is a great first step on the road to success. To help us better serve you, please tell us a little about yourself to help in getting to know you better before our first meeting.
Our commitment to you is to help you and your family take your business higher than you ever thought possible.
Please make sure to answer all mandatory questions that are marked with asterisk (*) before hitting the SUBMIT button for your client profile to go through. If something is not applicable to you, kindly answer with NA (not applicable.)
Tell us about yourself
Good Books to Read
The 12 Week Year by Brian P. Moran
Boundaries by Dr. Henry Cloud
Triggers by Marshall Goldsmith