Find a Family Business adviser

Many business families, especially those in their Founder (1st) Generation, are “doers” rather than “users”.  Consequently, they don’t use advisers or consultants any more than they absolutely have to, and they tend to be rather closed and secretive when they do use them.

So when they recognise they’re facing a major challenge (eg: succession), or are already in crisis (eg: medical trauma, business stress or family conflict), they need to feel confident, quickly, that they’re doing the right thing, or they’ll try something else, or do nothing.

FBI makes it easy for them to feel confident they’re making the right decision to engage the right adviser(s) and will be there to support the assignment, from start to finish. This is also free, unless it turns into a substantial exercise, in which case we’ll talk about it.

Self-Help or Guidance?

Different families have different personalities. Some like to research the life out of everything before making up their own minds what to do; others prefer to lay their troubles at the feet of somebody they can trust, so they can be told what to do to get those problems resolved. Many others lie somewhere between these two extremes.

To appeal to every possible type of family business enquiry we provide a wealth of information throughout the FBI website to help potential clients feel well-informed and properly prepared before they need to make any commitments.

There are 3 major options for family business looking to engage FBI advisers:

  1. Talk to an experienced human to get empathetic and live guidance.  We take their calls and steer them towards appropriate advisers, chosen through a mix of our knowledge and experience, and our database matching process. Directors and employees of FBI are specifically excluded from this selection process, although Faculty members may be in the mix.
  2. Use FBI’s “Find an Adviser” search tool to find and choose one or more advisers, or to select several for interviews.
  3. Browse FBI’s Adviser Profile pages to find and choose one or more advisers, or to select several for interviews.

Of course, all of these approaches can be used in combination.