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Resource

The Family Business Strategist

Baker Tilly’s family business strategy team provides value-added strategic counsel to family enterprises, family portfolio companies, family offices and individual family members across the entire continuum of family business growth and transition.

Regardless of their history, each family business has unique goals, widely differing personalities and unlimited combinations of interrelationships amongst individuals and entities. Your organization is complex and constantly changing.

Our team continues to put out helpful resources and tools for family-owned businesses. See below for our most recent resources.

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e-book

Strategic growth plans: the basics and barriers and the pivot to success

Executing on growth plans is a struggle for many organizations and family businesses are no exception to the challenge. Baker Tilly’s strategic growth e-book discusses the internal and external barriers companies face and provides practical steps to help implement a strategic growth plan.

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Construction audit resource center