Family businesses face unique rewards… and challenges.

Succession planning for family businesses usually starts with tax and estate planning but there are often “soft” issues that can complicate decisions, such as:

  • Who, within my family, is interested and capable of leading the business?
  • How can I do what is right for my business and fair to my children?
  • How will I know it’s the right time to transition?
  • What will my role be when I no longer lead the business?

Knightsbridge Robertson Surrette has been working with family businesses for over 35 years, and we have a deep understanding of the unique challenges and rewards associated with operating a family business. Our team offers a holistic approach to leadership challenges, providing support through strategic and operational advisory, succession planning, financial counseling and retirement planning.

Clients benefit from the expertise of an industry leader in leadership development, with experience applying adapting proven approaches to the needs of family owned businesses. We recognize that every family business and every business owner is unique, so there are no standard formulas you can follow to successfully exit your company. Your consultant will work with you to develop a plan that is right for you, your business and the new leader.

Contact a Consultant - HR Consulting

Anna Stuart
Anna Stuart , MBA, FCPA, FCMA, FCMC
Managing Partner
Heather Peters
Heather Peters , MER, ACC, IPMA-CP
Senior Associate