Honor The Legacy. Ditch The Guilt. Make It Your Own.
Taking over a family business shouldn't mean living in someone else's shadow forever. You're ready to respect what came before while making it authentically yours—but the pressure, family dynamics, and "that's how we've always done it" mentality is keeping you stuck between honoring the past and building your future.
The Struggles of Family Business Succession.
Outdated systems and processes that made sense decades ago but limit growth today
Family dynamics that complicate every business decision
Inherited team members who resist change or question your authority
Imposter syndrome—wondering if you're "good enough" or just riding on someone else's success
Feeling trapped between wanting to innovate and fear of "ruining" what was built
Exhaustion from trying to be the founder instead of becoming the leader you're meant to be
A successful family business transition honors the past while boldly building the future—but most successors get stuck trying to build on someone else’s definition of success.
We Understand the Unique Challenge of Following In A Founder’s Footsteps.
Next Gen Founder, we see you. The pressure to maintain legacy while wanting to make your own mark is unlike any other business challenge. With 27 years of CPA expertise AND life coaching skills, we are uniquely qualified to help family businesses smoothly transition from the original founder to the next generation. This is both an emotional and strategically complex time for you and your family.
What you don’t need is to be a carbon copy of the person you’re following. You need to become the leader this business needs for its next chapter. We will help you navigate this transition and make this business authentically yours, without the guilt or family drama.
Our Proven Process For Multi-Generational Success.
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Step 1: Your Ideal Business Blueprint
What legacy are you trying to build?
It’s time to separate YOUR authentic vision from inherited expectations. We'll help you define what success looks like for you while honoring what matters from the legacy. -
Step 2: Big Picture Dashboard
What numbers should you be tracking and where do you find them?
Replace outdated reporting with systems that give you the insights you need to lead confidently and make decisions based on data, not family politics.
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Step 3: Founder-First Advising
How do you stay on track, knowing what your next best step is?
Monthly founder-first strategic guidance that helps you operate from your strengths, build the right team structure, and create the business you're truly excited to lead. -
Optional: Bookkeeping & Tax
Need a professional to do your accounting and tax preparation?
We offer full-service accounting and income tax preparation services for our Founder-First Advising clients. Your financials are always in the best hands with our team.
Ready to Make This Business Authentically Yours?
Stop trying to fill someone else's shoes. Let's build the business that combines the best of the legacy with your unique vision for the future.
What Would It Be Like To Have Your Ideal Business?
You'll lead with confidence, knowing exactly where you're taking the business and why. The team will follow your vision, family dynamics will improve, and you'll build something you're genuinely proud to call your own.
Or You Could Just Stay Stuck Building Someone Else’s Version of Success
Continuing to struggle with imposter syndrome, family friction, and the exhausting burden of trying to be someone you're not while the business stagnates under indecision and legacy systems and ideals.
