Contact
Start a conversation.
A 30-minute discovery call is the way most engagements start. No pitch — just an honest conversation about where your family business is and whether the kind of work we do is the right fit.
What happens next
From inquiry to engagement.
- 1
We reply.
Brian reads every message personally and replies within two business days. If your timing is urgent, say so — we'll move accordingly.
- 2
30-minute discovery call.
We meet by video. The goal is mutual fit: where your family business is, what's pulling you to reach out, and whether this practice is the right next step.
- 3
Proposal and engagement letter.
If we're a fit, we send a proposal that fits the engagement shape (Health Assessment, Full Engagement, or Strategic Retainer) and an engagement letter for signature.
- 4
We start.
Most engagements begin within two weeks of the proposal. The first deliverable — diagnostic, assessment kickoff, or initial strategy session — is on the calendar before we close the discovery loop.