I am passionate about how people think and behave, and even more passionate about the impact these thoughts and behaviors have on organizations. Over the years, I have developed a niche helping families and closely held partnerships navigate these dynamics and move from one generation (or owner) to another. I grew up in a family business, Sargento Foods, Inc., a very successful food company based in Wisconsin. Growing up inside a large family business was formative and gave me first-hand knowledge of the challenges that accompany closely held businesses.

While my personal (call it, emotional) experience comes from our family’s company, my intellectual and practical experience comes from sitting on boards, investing in private businesses, starting my own companies, and working in Big 4 consulting at Deloitte, where I specialized in M&A integrations and helped design Deloitte Consulting’s global talent operating model.

Navigating generational change and the emotional, financial, legal, and strategic implications is hard. Most privately-held organizations don’t get it right, but that doesn’t have to be the case. I hope you’ll reach out so we can use our experience to help you navigate some of the biggest decisions you will make as a business owner, family member, or partner.