Family-owned Business

Overall, Family-owned businesses outperform public companies in terms of ROI, building on strong family values, commitment, and family harmony.  While tensions and conflicts are an ongoing risk to a family business, the largest periodic risk is the transition from one generation to the next.  A full 2/3rds of family business do not make that transition successfully.  Working with the family (and non-family members at times), CMA can help reduce the risk of transition in planning, executing, and following through on this transition of leadership and ownership.  We have strong relationships with the many disciplines required for a successful generational transition, including legal, financial, tax, and insurance.

In addition to generational transition, our family business clients also rely on us for talent assessment and development, strategic planning, coaching, and teambuilding.  We host forums where you can network and share ideas about the family and business sides of leading a family-owned business with other people in family-owned business.

Contact CMA for more information.

Representative clients:

Crescent Parts & Equipment

Dierbergs Markets

Eckert’s Orchards

John Henry Foster Co.

Koch Enterprises, Inc.

Murphy Company

Swank Motion Pictures, Inc.

Tech Electronics, Inc.

The Gund Company