Family Business Adviser
HLB Mann Judd
- Advisory board services, business partner and sounding board
- Business Advisory
- Business model review
- Business planning
- Business succession
- Cash flow forecast preparation
- Outsourced CFO services and complete back-office finance support including payroll services
- Scheduled and regular business performance analysis, planning and measurement including management reporting
- Strategic planning workshops along with implementation and accountability support
- Year end statutory financial accounts and tax returns
How long have you been working with family businesses?
What’s one of the most common mistakes you see in family businesses?
It is not uncommon for family businesses not to have documented plans. I have found undocumented plans to be the major reason for communication break-downs in family businesses.
What is your “uh ha” moment with your clients?
My “uh ha” moment is when I see my client crystalize their potential upon the successful implementation of their action plan.