For Individuals & Family-owned Enterprises

 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. 

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.

Easy-to-use assessments that help  members better understand how they  are each "wired" can  enhance cohesion and collaboration while helping to manage (or avoid) conflict in the workplace.. Objective assessments provide new ways for thinking about who family members are, and what makes each family business unique. These tools are completed individually prior to a group workshop and debrief. Participants receive their own in-depth profile as well as a group personality wheel.

Through work with former clients, Dr. Klein co-founded Family Business Anonymous...a monthly, Zoom-based (no fee) meeting that allows participants to anonymously hear from others who are joining, working in, or considering leaving, their family business. 

Unlike talking to, or hearing from, family business consultants and consulting groups, this monthly meeting is dedicated to free and completely anonymous participation in service of those who find themselves stuck, uncertain, or just unsatisfied in their family-owned business