• I don’t know if either child is ready to take over the business.
• Dad talks about retiring but he seems he’s afraid he’ll have nothing to do afterwards.
• I have two silent partners who I trust. My son, however, is concerned that he may wind-up with hostile partners should their shares pass on to their children.
• I was planning on leaving the business to our two children working in it, but my wife reminds me we have four children.
• Dad does not feel I can lead the business as a woman.
• I want to be sure I do this right!
• The same arguments my children had as teenagers are getting played-out in the business.
• I am depending on the equity I’ve build in the business for my retirement.

Rather than categorizing our clients by size or industry, our clients share a distinct mindset that includes:

• High standards of excellence
• Extensive knowledge about what they do
• Persistence and an obligation to success
• Realization that they can’t know everything, and are open to learning
• Willingness to invest in themselves, their business and their family
• Belief they can do more with a team
• Openness to challenging themselves in new ways