Strategy

Strategic Direction Exercise

A structured, facilitated process to define or refresh the company’s strategic direction:

  • Vision & mission alignment session with leadership/ownership
    • External environment scan
    • Internal capability assessment (SWOT)
    • Confrontation matrix — to surface the real strategic choices
    • Growth strategy alignment using the McKinsey 7S & other Best Practice frameworks
    • Deliverable: a validated 3–5 year strategic direction and roadmap, owned by the leadership team

 

Governance

Advisory Board / Board of Directors Design

  • Assessing current governance maturity
  • Designing board composition (family vs. independent members)
  • Defining mandate, decision rights, and meeting rhythm

Strategic Sounding Board (ongoing)

  • Periodic sessions with the CEO/leadership team to stress-test major decisions before they’re made

Transformation Readiness Review

  • Board-level assessment of readiness for a major shift (growth, restructuring, digitalization) 

Leadership Team Governance Design & Facilitation

Helping newly formed or newly merged leadership teams define how they will actually operate together.

  • Facilitating the shift from separate teams or entities into one coherent leadership structure

  • Defining roles, decision rights, escalation paths, and meeting rhythm for the new team

Family Governance & Dynamics

Family Charter Facilitation

  • Series of structured sessions with family members to co-create the charter: shared values, roles, entry/exit rules, decision rights

Family Council Setup & Facilitation

  • Designing the family council’s structure, agenda, and rhythm
  • Facilitating recurring meetings (quarterly or bi-annual)

Family Dynamics & Communication Coaching

  • NVC-based sessions to improve dialogue between generations or siblings
  • Surfacing tensions early, before they affect the business

Next-Generation Engagement Program

  • Structured onboarding of the next generation into governance conversations and decision-making

Ownership, Succession & Conflict Resolution

Succession Roadmap Facilitation

  • Clarifying the future role of the outgoing generation
  • Facilitating alignment among successors on roles and authority (“who leads”)
  • Building a realistic, well-paced transition timeline

Formal Mediation (certified mediator as of April 2027)

  • Structured, confidential process for ownership, role, or inheritance disputes
  • Individual intake sessions, joint mediation sessions, agreement drafting

Shareholder Alignment Sessions

  • Facilitating agreement among family shareholders on roles, dividend policy, and exit conditions

Pre-Succession Health Check

  • Early-stage assessment of succession readiness — structure, dynamics, and governance — before a formal succession process begins

How projects usually start

We start with a 60–90 minute (free of charge) conversation. You explain your context and questions. I share what I see, possible options and whether I am the right partner. If yes, we define a concrete next step: a workshop, a short diagnostic, or a longer project

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