Family Business Advisor


Want to receive your customized Family Business Core Value report?




TMAC’s Family Business Advisor Program provides family-owned and closely-held businesses an opportunity to take a closer look at their business in a comprehensive way in preparation for ownership transition. Our trusted Advisors will guide you through the entire process, beginning with a Family Business Assessment. This assessment provides family business owners with a practical roadmap in key areas of their business to successfully transition to the next generation of management and ownership. Carefully crafted, easy-to-read, practical reports are generated for both the customer and the Advisor, and cover six key areas:


1. Strategic Planning
2. Financial Management
3. Workforce Management
4. Family Governance
5. Succession Planning
6. Professional Advisors


The report you receive is complete with accurate, personal observations about the customer’s company, suggestions for improvement, ideas for consideration, and resources for on-going education and support. The report provides high value for a minimal investment.


Your Advisor will use the results of this report to help you move towards achieving your business and transition objectives.
This web-based assessment takes less than an hour to complete. It is user-friendly, cost-effective, and value packed.


Begin your journey today to identify your company’s growth opportunities…

Click here to receive your Family Business Core Value Engage report now!



Did you know that:

  • 95% of all businesses in the U.S. are family-owned or closely held
  • Within the next 5 years, 55+% of family business owners expect to transition out of their business
  • Fewer than 40% of businesses successfully transition to the next generation of management


Family Business Advisor












For more information on the Family Business Advisor Program:

Family Business TransitionStrong

or contact Family Business Advisors: