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Succession plans, although vital, are not enough to keep families intact as they navigate a business succession process. Even when expert succession plans are in place, they are insufficient to protect a family from imploding. Data backs this up.

Only 30 percent of family businesses successfully transition, meaning 70% lose control of assets, potentially destroying family relationships.

At The Williams Group, we empower families and their enterprises to come out on the winning side of a business succession plan. We help clients develop a shared purpose, clarify roles, build high-trust teams, and implement effective decision-making. 

We start by diagnosing the “fault lines” in the family enterprise and associated relationships that focus on trust-building, aligning a shared purpose, balancing control vs care, and assessing the preparation of heirs.

Family Enterprises That Will Benefit From Working With Us

  • Seek a smooth transition and successful implementation of a business succession plan
  • Desire more clarity in the roles, standards of performance, and qualifications within a business
  • Observe that performance issues are causing a decrease in company profitability
  • See that generational differences are stifling innovation and impeding effective decision-making

Our approach focuses first on conducting a comprehensive diagnosis of the family business context, challenges, and stakeholder network. We assess levels of trust within the family, the effectiveness of decision-making, the ability to function as a high-performing team, alignment of purpose, and heir preparedness. We then co-design an action plan that integrates new trust and communication tools, optimizes the strategy moving forward, aligns systems and structures, and provides executive coaching to achieve the client’s desired outcomes.