Create a Lasting
Legacy, Together

Honor the past, build the future!

I’m David, The Family Business Coach. I understand deeply that generational family businesses stand on the shoulders of strong men and women– your ancestors– who have gone before you, so I understand the importance of maintaining and fortifying your shared legacy. My coaching takes a relationship-based approach that is rooted in faith and aims to strengthen and empower the core of your enterprise: the family.

My more than 20 years of professional experience have prepared me to help you build confidence and trust in your business by strengthening family relationships. No matter the challenges unique to your business, we’ll rediscover the values, goals, and joy in nurturing a business you believe in. I’ll help you create an enduring prosperity for every generation to come.

MEET DAVID

Assess

How healthy is your company? It might depend on the quality of your communication. Delving into the hard topics of a multigenerational family business may not come naturally. The Family Enterprise Assessment Tool (FEAT®) streamlines the communication process to directly address any challenges your company faces.
This robust assessment gives voice to all family stakeholders by allowing them to anonymously share perceptions and feedback. All the results are consolidated into a comprehensive 360-degree report that you can review together. With the help of your certified Coach, you’ll be able to parlay your user-friendly results into productive, meaningful conversations. With a family business coach, your family can have transparent, data-driven discussions about where you currently are and together, where you hope to go.
One goal of our assessment process is to identify strengths, weaknesses, and potential. One key component to this is connection. How healthy are your collaborations? Does each stakeholder understand the vision behind the company’s purpose? Does each stakeholder feel they are contributing to that shared purpose in a meaningful way?
Through our proven assessment process, we’ll help you rediscover your purpose, redefine your legacy, and reignite your passion.
Our comprehensive FEAT process is ideal for improving communication skills and strategies. Through specific, insightful questions our assessment evaluates to what degree family members are skilled at listening to each other, accepting differences and challenges, and finding resolutions.
After reviewing your results together, we’ll create specific strategies tailored for your family’s unique needs to improve how you communicate, how you listen, and how you understand one another. We’ll explore and assess ways to improve trust, fairness, and mutual respect.
Conflict doesn’t have to be negative. Some of your greatest breakthroughs in business and in your family relationships may have emerged as the result of an initial conflict. When the resolution of a conflict becomes a bigger challenge than the conflict itself, it’s time to regroup.
With the all-encompassing 360-degree feedback, your family will be able to gauge the full scope of your enterprise and together, work through the challenges that have upset your progress in the past. I’ll help you embrace all the messy, gritty, and beautiful elements of a multigenerational family business. With a family business coach, you’ll learn that what may have been a failure in the past can become a launchpad for your future.
Your assessment will focus on your family and your enterprise by covering key areas including:
• Trust and Fairness
• Communication and Conflict Resolution
• Flexibility and Resiliency
• Direction and Development
• Transparency and Collaboration
• Wealth and Ownership
• Continuity and Succession
Together we’ll break down the data and have open communication on how each stakeholder is valued and integral to the success of your family’s enterprise. Because each family is unique, I offer unique training and coaching based on the 360-degree feedback from the FEAT assessment to bolster your family and foster lasting business and family relationships.

Strategize

Ownership alignment doesn’t just happen. Creating an aligned organization is the process of dozens of conscious decisions by all stakeholders to unify and become a cohesive team. When family leaders cultivate a cohesive voice, they communicate a feeling of security to all stakeholders.
A unified voice creates a strong foundation for trust and transparency, which will bolster ownership alignment. Ownership alignment can be passed down from generation to generation through strategic planning and the unification of shared values.
Succession isn’t a one-time event, it’s a process. With careful and strategic planning, your family can find unity, clarity, understanding, and agreement during major business transitions, and especially during succession.
There are key decisions to be made. We’ll help you identify what those decisions are, who needs to be making them, and how to effectively execute a plan for addressing each one in detail, fostering continuity to bridge the gap between generations.
Is your business ready to transition into your next chapter? Our coaching will teach you the difference between exit readiness and attractiveness and why they are both important.
Strategic exit planning will create immense value in your business, leaving you with the peace of mind during your transition, and a meaningful legacy to those who will continue the work you labored to build
When strategizing for any type of business transition, the following questions are critical:
• How will this transition impact our vision and values in the future?
• How will future leaders be impacted?
• Who will make important leadership decisions?
• How involved will family members be?
• How do we account for governance and policy adjustments?
We’ll address all these and more as we help you carefully plan for a myriad of possibilities for your expanding enterprise.
If you fail to plan, you plan to fail. Strategic planning is one of the most advantageous tools a multigenerational family business can wield– a shared vision that transcends generations. Strategic planning and governance can propel your enterprise to the stuff of legends, which is why current research indicates that family businesses eclipse public businesses in stock-market performance and return on equity.
While many family businesses thrive because of their business acumen and strategy, they fall short when it comes to managing family issues. These conflicts and the absence of a strategic plan for reconciliation can drive a wedge into the heart of the company and cripple the advantage your enterprise brings to the table.
Our dual focus on the family and the business can mitigate this divide and pay dividends in business and long-term relationships.

Coach

Leadership training is critical for all stakeholders, which is why we’ve adopted a “stakeholder-centered” approach to leadership coaching. We cultivate a transparent process that provides measurable growth for your enterprise. Our coaching style is intuitive, insightful, and empathetic.
How are you integrating the next generation into their roles now? What ownership are you currently giving them and how can they be ready to take on more responsibility and accountability? Our approach will guide you and the next generation of leaders through the process seamlessly.
You can’t fix yesterday, but you can change for tomorrow.
Our coaching style is intuitive, insightful, and empathetic. We partner with clients who are looking to achieve their goals and grow both their family and their business empire.
As your coach, I’ll be your trusted advisor, partner, educator, strategist all while championing you to discover your purpose rather than your passion. Passion will follow once you hone in on your unique purpose.
Organizational unity is built on the back of involvement and information. This unity is essential for ownership alignment, which is the breeding ground for mutual trust, respect, transparency, and organizational transformation. Education is a critical part of disseminating information to all stakeholders.
When all parties are informed on shared vision and goals, governance, and strategy, it unifies a team, cleaning up any dysfunction that may be lurking in the fray. Education is the best catalyst for solving disagreements, conflicts, and deep-rooted opposition. Continuing education throughout the lifespan of your business offsets complacency and disruption.

The job of a family business coach is to invest in YOU. Our team will work with your family business over the course of a year-long investment. Together through our certified and experienced process of assessment, alignment, and training, we’ll identify challenges, implement strategies, and cultivate a sustainable vision for the future ensuring a business transformation that will excel in today's market.

LEARN MORE

Invest in your relationships

Create a cohesive and purpose-driven business through aligning your family values and goals. When your business is grounded in the same ethics and cares that your family holds dear, it fosters a strong sense of identity, integrity, and shared purpose. The key to a successful business lies in not just acumen but healthy supportive relationships. As a family business coach, I work to help you innovate and integrate your values into your business operations to ensure that every decision and action reflects the essence of your family.

LEARN MORE

Overcome your obstacles

Align Business
Goals, Values, and Vision

What is step one when creating
a business? It’s not as hard
as you think.

Overhaul Your Communications

Remember those amazing ideas
locked up inside your mind?
Make them real.

Train for Leadership +
Define Business Structures

Ready to rise? Learn to present
yourself and your concepts with confidence.

Scale Your Business +
Build for Longevity

How’s your vision? Break through
walls to turn your small working business into an empire.

Stories

Katherine H.

As our family business navigated the critical transition from its second to third generation, David’s expertise and guidance proved to be invaluable. His insightful coaching not only facilitated a seamless succession process but also played a pivotal role in shaping the leadership capabilities of the incoming generation. The emphasis on leadership development brought a fresh perspective to our family dynamics and significantly contributed to the growth and sustainability of our business.

One of the standout aspects of his coaching was his dedication to professionalizing our business. Through tailored strategies and practical advice, he helped us implement efficient systems and processes that elevated our business operations to a new level of professionalism. This not only enhanced our internal efficiency but also improved our overall image in the market.

David’s coaching has been a transformative force for our family business. His keen insights, strategic approach, and genuine commitment to our success have made a lasting impact. I wholeheartedly recommend his services to any family business.

Jack R.

In early 2019, our partnership was really struggling with infighting. We had decided that we would either finally fix our business issues or sell the family business and that’s when we contacted David. We have been working with him ever since. Not only did we fix those issues but we have started three more businesses and sold one.

David always says that change takes time and we trusted him and his process. I am delighted that we did and do trust him. I would recommend that you make the investment and bring David on as your family business coach. We are thrilled that we did.

Taylor M.

We have been working with David since 2021, and his guidance has been invaluable during a crucial time for our family business. As we added the third generation into ownership of the business, David's expertise helped us navigate the process smoothly and successfully. Through David's one on one meetings and group coaching sessions, we were all able to develop stronger communication skills and a deeper understanding of each other's strengths. With the transition behind us, David continues to push growth and we are looking forward to our continued partnership with David!

Jessica V.

We brought David in three years ago to help us with our communication and to facilitate a family business discussion. Three years later, we still have David come to facilitate our family business meetings and to work with our fourth generation on leadership development. David has been a game changer for our business and family. I highly recommend David.

LEARN MORE

Mission + Values

We help families remain united through every business transition. We are invested in the success of you and your family. We’re prepared to guide and empower your family business to navigate its unique future in everything from ownership alignment, to governance, to succession strategy and exit planning. Your family will become more unified in business and in life. The Family Business Coach will help you fortify the legacy you’re currently building, ensuring its longevity for generations to come.

We aim to be the preeminent partner for family businesses worldwide, recognized for our transformative coaching approach that strengthens family bonds, sustains business continuity, and leaves an indelible mark on the legacy of each enterprise we touch.