Family Business Communication and Conflict Resolution Specialists

Our family enterprise consulting services facilitate those difficult conversations in your family through open, constructive communication. We help you to transform conflicts into opportunities for healthier relationships and ongoing business success.

Start with a Discovery Call

Conflict in family firms is often pinpointed as the biggest stumbling block to success. Conflict resolution and effective communication are therefore vital to the health and longevity of your businesses. These processes help maintain trust, foster collaboration, and address issues before they escalate to ensure that both your family and your business thrive.

For strengthened family relationships and business functionality, schedule a Discovery call with our team!

Harness Our Expertise to Help You Thrive

Our team of professionals helps family businesses navigate sensitive issues like succession planning, tax strategies, governance, and conflict resolution. We don’t just provide financial services—we build strong relationships with our clients, to truly understand the intricate needs of both the business and the family behind it.

Trevor McCandless CPA, MTax

Trevor McCandless

CEO, CPA, MTax

Susan Borkowski_CPA_Accounting Manager

Susan Borkowski

CPA PLLC

Thor Conklin

BBA

Katherine Harrington

CPA, MAFM

Danielle Palmer

BBA

Are you dealing with these challenges in your Family Business?

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To help you resolve these issues, we focus on the following key components:

Embracing a Problem-Solving Mindset

The key to harmony in the workplace is to shift focus from blame to collaborative solutions. That way, you establish a positive environment for effective communication and minimize conflicts.  

Open and Transparent Dialogue

Your family should always feel comfortable sharing their opinions without fear of judgment or retaliation. Honest and effective communication will help you achieve this, by building trust and minimizing misunderstandings.

Regular Family Meetings

Structured meetings adapted to your family culture can provide a consistent platform for talking about your business goals, updates, and family matters. 

Defining Communication Channels

Conversations need to occur in the right context. We’ll help you establish clear channels for specific types of discussions.

Setting Boundaries

The most effective way to prevent conflict is to establish clear boundaries between family and business discussions. This will help prevent personal issues from spilling over into business matters and vice versa.

Establishing Clear Policies

If conflicts do happen, they must be handled in the right way. Our team can assist you in drawing up written agreements that provide a framework for resolving disagreements.

Preserve your legacy with tailored solutions for family business challenges!

Our Approach

  • Visioning Session: Engage key family members and leaders to define goals, legacy aspirations, and pain points.
  • Alignment Assessment: Evaluate alignment between family values, individual goals, and business objectives.
  • Outcome: Clarify the family’s values, vision, and succession needs.
  • Family Enterprise Analysis: Conduct SWOT and organizational assessments for unique family business insights.
  • Vision & Values: Define core values, mission, and a 5–10 year vision across generations.
  • Outcome: Establish a clear understanding of current state, aspirations, and challenges.
  • Readiness Assessment: Evaluate next-gen leadership potential and alignment with long-term vision.
  • Custom Development Plans: Design tailored mentorship and training for skill-building and governance.
  • Engagement Proposal: Customized plan for succession planning and leadership development.
  • Outcome: Create a clear roadmap for next-gen leadership development.
  • Governance Frameworks: Set up family councils, advisory boards, and defined roles.
  •  Actionable Roadmap: Outline milestones, scorecards, and structured communication strategies.
  • Outcome: Build a governance framework ensuring continuity and accountability.
  • Regular Check-Ins: Host routine meetings to review progress and address evolving needs.
  • Guided L10 Meetings™: Drive alignment and ensure consistent progress.
  • Outcome: Foster growth, strong leadership, and lasting family harmony.
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Why Choose Fusion CPA for Your Family Business?

We provide insightful solutions for family-driven success. Our family business advisors

help you build a resilient business by strengthening family and business unity, through transparent communication and effective formal agreements to resolve conflicts promptly and prevent disruptions to your business operations.

With strengthened relationships, you can enhance decision-making and reduce emotional stress, for improved business stability.

Let’s Build the Future of Your Family Business—Together

Let's talk! Schedule a Discovery Call

Tailored Pricing Plans to Match Your Business

Business Advisory Services Pricing Model