Founder of the Centre for Family Business. Solely working with family businesses for the past 15 years, namely in transitioning the business to the next generation. Promoting family business best practices across the world (Canada, New Zealand, Caribbean and West Indies), by presenting various topics of interest. Authored the following books: “Family Business Succession: Managing the All Important Family Component” and “Managing the Multi-generational Family farm”. Co-authored "The Family Business Book". Authored numerous articles published in local, national and international multi-media venues. Specific expertise includes: • assessing the “readiness” of family businesses for the transition/succession process; • helping families prepare for and navigate through the transition/succession process; • providing options for both management and ownership succession within family businesses; • facilitating family meetings (active family members) and Family Councils (broader family); developing family business “Codes of Conduct” or “Family Rules” to help prevent potential conflict among family members;• assisting in the development of effective shareholder agreements that meet the needs of both the family business and the family (i.e., decision making, exit strategies, distribution policies, executive compensation); • coaching individual family members as the family business evolves; analyzing current trends in family business.

Revenue generation.