We reduce the stress and work that goes with family business succession.

Our modular approach to exit planning empowers clients to choose their approach based on their preferences, priorities and budget.

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    Benchmarking & Goal Setting

    Document a vision for the outcome, the problems to solve, the stakeholders to be considered, project scope, trusted advisor analysis and sourcing.

  • Outline of hands holding a group of six people, with one person at the top connected to the others, representing teamwork or community support.

    Organizational Readiness

    Create a Transition Roadmap, including a structure for healthy communication while identifying and developing successors for all critical roles in the organization.

  • Line drawing of a person with gears and checklist icons representing project management or workflow optimization.

    Sustainable Legacy Framework

    Establish family governance. Clarify the family’s vision for perpetuating a multi-generational business, and draft the policies to be included in a Family Charter.

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    Succession Plan Progression

    Quarterback the completion of the financial, legal, risk and tax planning needed to finalize an agreement between the current owner(s) and successor(s).

Our clients define their success measures.

Here are some outcomes family businesses typically seek.

Owners are Solidifying Plans and Communicating with Successors

  • Addressing long-term planning so others can have clarity and direction in their career

  • Sharing authority, and communicating the parameters of new authority without going back on agreements

  • Respecting the decisions of those who have been empowered

  • Holding others accountable

  • Investing in leadership development

The Next Generation is Prepared to Lead

Individuals are:

  • Communicating with absolute clarity about what they want

  • Closing the gap on their professional development plans

  • Taking ownership and accountability for implementing change

  • Building financial and industry acumen

  • Gaining empathy for the challenges of others

  • Holding self and others accountable (leading with or without authority)

  • Able to introduce and implement new ideas while honoring what came before

Siblings & Cousins are:

  • Capable of self-managing long-standing rivalries

  • Learning that fair does not necessarily mean equal

  • Developing an owner’s mindset

  • Committed to working cooperatively but independently across their areas of expertise

  • Clarifying expectations around authority, opportunity and compensation

  • Cultivating a shared sense of purpose

Family Business Governance is Underway

  • Family Governance

    • Creates a structure for decision-making, communication, and accountability

    • Ensures the family’s voice is organized and aligned as the business evolves

    • Supports harmony and continuity as ownership and leadership transition over time

    • Clarifies the roles and boundaries between family, ownership, and management

    • Sets clear expectations for how the next generation can earn a place in the business

  • Family Councils

    • Serve as the organizing body for family governance

    • Include representation from owners, operators, and extended family — even those not working in the business

    • Provide a regular forum for discussing family priorities, policies, and concerns

    • Help manage boundaries between family and business roles

    • Foster connection, transparency, and shared learning across generations

  • Family Charters

    • Document shared agreements about how the family engages with the business and each other

    • Clarify how sensitive issues, like ownership, employment, and succession, will be handled

    • Capture the family's core values and enterprise mission in one unifying statement

    • Help the family make decisions together, even when views differ and emotions run high

    • Lay the foundation for a lasting legacy and impact in the community

Change-ready to exit on your timeline & terms.

Depending on the number of modules purchased, anticipate a multi-year engagement.

Retainer packages available.

Let's Work Together

What People Are Saying

  • MICHAEL LAROSA, CEO

    “I have been working with Lisa Bosse since 2024 when we selected her to lead us in a refresh of our Family Business Governance Policies at LaRosa's. Lisa provided us the necessary insights to revisit and create sound policies for our family and our business. She effectively held us accountable to the project timelines and earned our respect as an excellent facilitator and business mentor. We now are leveraging her "Energy Leadership" program to support personal development objectives and improved collaboration across our leadership teams.”

    LaRosa’s Family Pizzeria, Cincinnati, Ohio

  • ROBBIE DANIELS, Owner

    “Working with Lisa Bosse was a game-changer for our family business. Transitioning leadership can be incredibly stressful, but Lisa’s deep understanding of family complexities made us feel heard and supported. She didn’t just give us a strategy; she gave us peace of mind. She is professional, intuitive, and genuinely cares about the long-term success of the family as much as the business itself. Highly recommend”

    Furniture Fair, Fairfield, Ohio

  • PETE DELOIS, Owner

    “Transitioning our family business has been a challenge. Lisa took on the legwork I just didn’t have time to do. Now we are organized, making progress and communicating honestly about tough issues. It’s an investment that’s saving me time, money and helping me and my sons get on the same page about our futures.”

    Recreations Outlet, Cincinnati, Ohio

  • MICHAEL SCHLOTMAN, President

    “Lisa was instrumental in helping our family navigate difficult perpetuation conversations and kept us on track the whole way. We could not have made the progress we did without her!”

    CAI Insurance Agency, Cincinnati, Ohio

  • SEAN KLING, Marketing Manager

    “My family has been working with Lisa on transition planning for our family business. She provides a space for us to think through the complicated process of company founders approaching retirement. I’m always particularly impressed by her ability to make each us feel like our opinions are equally valued in the conversation. She is a very intelligent woman and a delight to work with.”

    Assisting Hands Home Care, Cincinnati, Ohio

  • BRIAN DANIELS, Owner

    “Working with Lisa has been transformative for our team’s culture. She has a remarkable ability to diagnose communication gaps and provide actionable strategies to bridge them. Her coaching isn't just theoretical; it’s grounded in psychological insights that yield instant results in morale and collaboration. I can’t recommend her enough for her expertise in fostering a healthy, communicative workplace.”

    Furniture Fair, Fairfield, Ohio

  • RUDY DELOIS, General Manager

    “What sets Lisa apart is her ability to tailor her guidance to my specific needs. She takes the time to understand my strengths, weaknesses and aspirations, and partnered with me to design a personalized plan to help me reach my goals. Her patience, dedication and genuine desire to see me succeed are truly commendable.”

    Recreations Outlet, Cincinnati, Ohio

  • SABRINA DONLEY, AI Practice Leader

    “As part of the 2nd generation of my family's business, the ELI Assessment that Lisa did with me was clarifying. It put language around areas of energy that had been draining that I needed to address, and other areas that energized me. Especially in a family business, knowing yourself and your boundaries, and how to have healthy conflict that doesn't become toxic for yourself or others is so essential, and I think the ELI Assessment highlighted this for me, even when this was something I had already been actively improving on. Thanks Lisa!”

    CybrCastle, Mason, Ohio