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Advisory Areas:

Family Business

Organizational performance of the family business
Profitable growth of the family business(es)
Holding company strategy
Effective leadership, governance, and management
Building the bench: family and non-family talent strategy
Family work relationships
Selling the family business

Ownership Strategy

Options for ownership structure including external capital
Shareholder buyouts
Shareholder agreements and governance
Ownership succession
Preparing the next generation for ownership

Family Talent

Preparing the next generation
Developing productive, healthy family members
Developing talent in all roles in the family enterprise, including wealth creators, active owners, board members, entrepreneurs, and leaders
Designing your life
Letting go

Family Business


<ul>
<li>Organizational performance of the family business</li>
<li>Profitable growth of the family business(es)</li>
<li>Holding company strategy</li>
<li>Effective leadership, governance, and management</li>
<li>Building the bench: family and non-family talent strategy</li>
<li>Family work relationships</li>
<li>Selling the family business</li>
</ul>

Ownership Strategy


<ul>
<li>Options for ownership structure including external capital</li>
<li>Shareholder buyouts</li>
<li>Shareholder agreements and governance</li>
<li>Ownership succession</li>
<li>Preparing the next generation for ownership</li>
</ul>

Family Talent


<ul>
<li>Preparing the next generation</li>
<li>Developing productive, healthy family members</li>
<li>Developing talent in all roles in the family enterprise, including wealth creators, active owners, board members, entrepreneurs, and leaders</li>
<li>Designing your life</li>
<li>Letting go</li>
</ul>

Learn More:

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For information about Professor Davis’ advisory activities, visit Cambridge Family Enterprise Group or call +1 (617) 871-2740.