your family business clients need help with strategic planning, profitability, organizational sustainability, professionalism, operating rhythm effectiveness and unexpected problem solving.
Professions
Consultant
Functional Expertise
Bookkeeping
Business growth
Business management
Cash flow enhancements
Cash management
Change Management
Culture
Due diligence
Entrepreneurship
Facilitation
Family business
Finance
Financial Modelling
Governance
Human Resources
Intangible assets
Integration
Investments
Leadership Development
Management succession
Operations
Organizational development
Private equity
Risk management
Strategic planning
Training
Exit/Transition Planning
Supply Chain
Cooperative business models
Business Focus
Tailored Family Business Consulting - Strategy, Operating Rhythms & the Unexpected
Client Industries
Agriculture/Mining
Business Services
Computer/Electronics
Consumer Services
Energy/Utilities
Financial Services
Manufacturing
Real Estate/Construction
Retail
Software/Internet
Telecommunications
Transportation/Storage
Travel/Recreation/Leisure
Wholesale/Distribution
Chapter information
Membership
Greater Boston Sponsor
Member since
Member for 4 years
Chapter Leadership Role
Vice President, Officer
Sponsorship Type
Bronze
Why I'm a Member of XPX
XPX is a powerful network of LMM business leaders and advisors. I look to (i) develop meaningful relationships and cross-referral partnerships and (ii) identify family business leaders that I can help to navigate their complex ecosystems.