Know your story is about helping entrepreneurs get to instinctual clarity about how they’d like their story to play out from here forward. It’s also about our firm’s responsibility to Know your story – taking the time and having the respect to hear from all the stakeholders before recommending any action.
In managing your affairs, the planning itself – the technical solutions – is simply one cog in the wheel. We designed a decision making process that embraces the three key anchors of your thinking. And in doing so, you make progress at parallel ease with which you conduct your business.
Entrepreneurs naturally innovate and implement. To think through your affairs with parallel clarity requires the same kind of quiet space in which to do your best thinking. You arrive at a place of such obvious awareness that the next phase of progress is altogether natural.
The affairs of a family business are unlike other financial or business planning scenarios. Any decision affects both the business system and the family system. Most entrepreneurs won’t take pervasive action in planning until the relational aspects of family and business have been addressed.
The plan with the most bells and whistles isn’t always the best plan. Good planning matches the complexity threshold of the entrepreneur and the team who’ll implement and sustain the plan. Also, most entrepreneurs won’t confidently pull the trigger on the technical aspects of planning until the entrepreneurial and relational aspects are addressed.
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