Our solutions are always highly customized.  At Next Chapter™, we are curious. You and your business are unique. Thus, we typically begin our engagements with extensive discovery.

We spend time learning about you, exploring your challenges, understanding your values and the special future you want to create.  Only then do we begin designing solutions tailored to address your specific needs. 

  • We employ a suite of proprietary instruments, in-depth exercises and other methodologies to uncover critical gaps in your organization and family. We then work closely with you and your family to detail the findings, craft actionable pathways and build the strategic roadmap that aligns with your family's values, legacy and the future you envision.
  • Our commitment to your business extends far beyond the initial strategy and planning phase. We provide ongoing support, mentorship, and guidance to ensure that your family and business priorities are effectively implemented. We stand by your side, as a trusted advisor, to address evolving needs, capitalize on emerging opportunities, and navigate unforeseen obstacles.

Your success is our top priority, and we are dedicated to helping your family business thrive for generations to come.

A summary of our four service pillars and areas of expertise are listed below.


Family business cultures with clear direction are marked by high levels of communication, trust and readiness for the future. PWC cites that of family businesses with 10% or more growth, 84% have a clear sense of agreed-to values and purpose as a roadmap for their culture.

  • Our holistic approach ensures that your family's values and aspirations are integrated into every aspect of your business strategy and culture.
  • We work closely with you to develop a robust business strategy that capitalizes on your strengths, identifies growth opportunities, and mitigates risks.
  • We conduct thorough market analysis, assess competitive landscapes, and create actionable plans to drive innovation and optimize operational efficiency.

Areas of Expertise:

  • Development of shared purpose, vision, values and goals across the business and family
  • Long term strategy, strategic planning, execution and accountability across the business
  • Integration of family and business histories as link to family business culture and identity
  • Organizational structure, culture design, process optimization and role development across business


We can help you navigate the intricacies of selling or passing on your business while maximizing its value and securing the legacy you've built. By facilitating open communication, addressing potential challenges, and implementing robust governance structures, we pave the way for a successful and harmonious transition.

  • We work closely with you to develop a comprehensive succession plan that aligns with your family's values, preserves the legacy you've built, and ensures a smooth transition to the next generation or external stakeholders.
  • We guide you and your team over a multi-phase transition roadmap from current to next generation leadership.
  • We offer resources, mentorship, and strategic advice to address any challenges that arise during and after transition.he transition
Portrait of multigenerational winery owner family standing at wine cellar. Senior winemaker and young sommelier standing at background and holding in hands a glass of red wine while middle age businesswoman looking at camera and smilig. Small business.

Areas of Expertise:

  • Value acceleration, strategic visioning and innovation in family business
  • Leadership succession strategy and development in business and family
  • Governance, board formation and process for on-going accountability
  • Pre-acquisition preparation, post-acquisition transition mapping and change management


We can help you plan, organize and execute inspiring and memorable events for your family and business.



We recognize that clear communication and strong governance are the cornerstones of successful family businesses. By implementing effective governance structures, you can safeguard the interests of both the business and the family.

  • We facilitate open and constructive dialogue, helping resolve conflicts, improve communication, and establish effective family governance structures.
  • By fostering a culture of collaboration, trust, and shared purpose, we empower your family to navigate challenges together and achieve lasting success.

Areas of Expertise:

  • Family, small group and 1:1 coaching to work through conflict, strengthen communication and create alignment
  • Development of family communication principles and strategy
  • Development of decision-making processes and structures within the family
  • Formation of formal family governance, including policies, roles and responsibilities

Half of entrepreneurial families with at least three shareholders and a constitution report an annual return of more than five percent. For those without a family constitution (48%), reported annual return below five percent.

(Source: KPMG)


We recognize the critical role that the next generation plays in ensuring the continued success and growth of your family enterprise. Our specialized program is designed to empower emerging leaders, foster collaboration among family members, and cultivate a high-performing team that will drive your business forward.

  • We accomplish by bridging the gap between experienced leaders and emerging talent. We work with emerging leaders to equip them with the essential skills, knowledge, and mindset to step into leadership roles confidently.
  • We facilitate open and honest communication, build trust, and create a shared vision for the future. Our goal is to foster a collaborative and supportive environment that embraces the strengths and perspectives of each generation.
Young business people are discussing together a new startup project. A glowing light bulb as a new idea.

Areas of Expertise:

  • Leadership, team, and culture effectiveness evaluation
  • Leadership team formation and team-building at all levels across the business
  • Comprehensive leadership succession strategy for the business and family
  • Rising generation education and skill development for ownership readiness

Are you ready to embark on a transformative journey toward seamless transition, maximum value realization, and a prosperous future for your family?

Together, let's pave the way for a successful Next Chapter™ in your family's legacy.

Let's Get Started!