Family Enterprise Advisory
Family businesses carry unique strengths and unique challenges. Megan walks beside your family, supporting you through each stage of continuity with insight, empathy, and structure.
Megan treats the whole family as the client, partnering closely to protect relationships, align values, and build practical governance and operating solutions.
Using thoughtful facilitation and proven frameworks, we help create clear decision-making structures such as family councils and boards alongside strategic plans, succession pathways, and operational supports that reflect your family's priorities and long-term goals.
How Megan Supports Family Enterprises
As a skilled advisor with lived experience in family enterprise leadership, Megan helps families and business owners:
Navigate succession planning with clarity and care
Strengthen individual leadership development
Align around shared values and long-term vision
Address family dynamics with empathy and structure
Frameworks & Tools
To support this work, Megan integrates a range of tools including:
The Three Circle framework for family enterprise continuity
Tilt 365 assessments for leadership and team dynamics
Values alignment processes that clarify both personal and shared priorities
Consensus-building models using structured approaches
Communication charters to establish clear expectations
Conflict resolution strategies that preserve trust and foster collaboration
Having Megan as your Family Enterprise Advisor means working with someone who understands both business strategy and family relationships. She brings insight, compassion, and practical tools to help your enterprise thrive—today and across generations.