Family Enterprises

1-on-1 Advising & Coaching

Consultation & Facilitation

Through comprehensive discovery, action planning, and coaching, 1-on-1 advising assists in moving individuals forward towards creating and meeting both short- and long-term professional and personal goals. Tools that measure work-related personality traits, career interests, motivators, and social and emotional style are utilized to determine "best fit" job roles, paths, and organizational climates.

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Consultation & Facilitation

Whether your family business is engaged in succession planning, conflict management, leadership development, or communication struggles, Dr. Klein provides assistance by working with key stakeholders through discovery and consultation processes. This can include in-depth interviewing with recommendations for action, administration of workplace assessment tools, facilitation of family/management meetings, and coaching and development.

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Personality & Succession

Understanding personality traits, motivators, and values of current and future leaders/owners can mean the difference between an effective succession/transition plan and failure. Easy-to-use tools also helpmembers better understand how they are each "wired" can enhance cohesion and collaboration. These assessments provide new ways for thinking about who family members are, and what makes each family business unique.

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From Clients

"Maybe the more important piece is in subjecting yourself to difficulty and watching yourself become stronger and more capable while in pursuit of something you consider worthwhile." November, 2021

"Emotionally, I'm in a better place than I can remember being in the last 5 or so years. It almost feels strange waking up every morning without feeling the dread I used to feel every single day while I was working in (my family's business). It's not an exaggeration. I felt that way. Every. Single. Day. And, since I started this new position, I haven't had a feeling remotely close to that. It feels remarkable. I'm not saying that I've found my 'life's calling' but I'm significantly less melancholic than I was before. Your work matters and it makes a difference in people’s lives. It has in mine. " September, 2021

The work with you ultimately allowed me to give myself permission to want something else in life. I really felt crazy as I considered leaving the family business again, but after our work I felt seen and not alone. So thank you for being a part of my journey! I appreciate all you do. " January, 2022

"As someone who has navigated an exit from a family business, I can say this book offers a wonderful overview of the symptoms, causes, and fixes for an issue that surprisingly gets little coverage in the business world. It certainly helped me diagnose the problems I was experiencing and steered me toward an effective way of working through them."

September, 2022