visiting cma? MAP IT

Menu

Company Types

Whether you’re publicly or privately owned, large or small, we have a wide array of services to meet your needs. Not to mention that we always customize our offerings for every client to ensure the best outcomes and success. 

Family Businesses

Family ties run deep, and that’s never truer than with family businesses. We help family businesses of all sizes navigate the waters of conflict, ownership transitions and more with the care and understanding we’d want shown to our own families.

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 66% of family businesses don’t make that transition successfully.

Working with the family (and non-family members at times), CMA can help reduce the risk that occurs during transition by 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.

We also host forums where you can network and share ideas with others who run their own family businesses, getting another inside perspective into the unique challenges you face.

Dan Bean

M.A., M.B.A.

Partner, Current Owner


Forums: We also host forums where you can network and share ideas with others who run their own family businesses, getting another inside perspective into the unique challenges you face.

Family Business Forum

Our exclusive forum serve presidents (or named successors) of family owned business helping to accelerate development and enhance the president’s success with peer feedback and learning.

Learn More

Family Business Speaker Series

The Speaker Series annually features a family business leader sharing family and business experiences of relevance to those working and living in a family business.

Learn More

Our Success Stories
  • Our Success

    CMA's programs have resulted in successful outcomes for our clients. Learn more from our archive of stories.

    More
  • Murphy
    "Working with CMA gives us insight into the talent we are hiring and our organization-wide leadership strengths and development needs. Through CMA, our people receive customized coaching and core leadership training that helps us prepare for future growth."

    Rob Koester