Advisers can play an important role in supporting the growth and continuity of your family business, offering a range of skills in a number of professional capacities. Whether your family is experiencing hardship in personal relationships, succession planning or has a general need for financial planning, an adviser can add value to your business family.
Selecting an adviser is an important first step, and to get there your family needs to identify what opportunities are most important to pursue.
These advisers have a variety of skills and experience working with family businesses.
If you are an adviser who wishes to be listed in this directory, please contact us.
Succession, Governance, Coaching, Relationships, Legacy
Justin Anderson – JSA Advising
Services related to behavioral and relational aspects of family business. Communication, optimizing health and well-being for the entire system.
Marianne Badar – Creative Connections
Works with small and mid-sized businesses to facilitate the development of strategic plans, manage initiatives to change, and build employee engagement, accountability and collaboration to quickly realize goals.
Dan DeMuth – Secrets of the Golf Whisperer
Specializes in relational aspects of the family business. Through experiential learning the family and other business team members learn and retain communication within each other to optimize vision and well-being for the entire family and organization. The process provides, engagement, accountability and collaboration to remain focused on desired outcomes.
Richard A. Enrooth – E.B. Services
Strategic planning, succession, continuity and general business operation.
Shayne Fettig – Ollum Consulting, LLC
Family business consulting, assessment for selection and development, services for business family development and family “strategic” planning.
Erik Gabrielson – Activ8
Activ8 is a catalyst to help create thriving and resilient families by focusing on the meaning behind the assets and the important interactions that create the context life enrichment. We create a platform for families to create learning communities that support family members in achieving breakthroughs to enrich their life allowing the family to execute on transition strategies that support long term wealth and well-being.
Deborah Gelbach – Interviewer and storyteller, exclusive for families in business.
Helps family businesses capture the stories that made them. Collecting online or in print, these memories can be the remembrances succeeding generations will recognize and cherish.
Eric Gustafson – The Gustafson Group
As an entrepreneur, Eric Gustafson has led two family businesses through transition to eventual sale to public companies. Now as a professionally trained coach/advisor, he works with families on strategic planning, systems improvement and leadership development.
Dale Henry – Critical Insight Group
We develop ‘great leaders of great teams’. We’re known for developing strong, effective, truly influential leaders; who know exactly how to build incredibly high-performing teams. We’ll help you improve how you lead, position, grow and engage your people to optimize the performance and value of you organization. Regional founding partner with the John Maxwell.
Thomas M. Hubler – Hubler for Business Families
Specializes in succession planning, communication and management of difference, common vision and leadership development.
John Hughes – Ollum Consulting, LLC
Family business, leadership and organization development, succession planning.
Julie Keyes – KeyStrategies
As a Business Coach and lifelong entrepreneur, Julie Keyes understands and has lived through what keeps family business owners up at night. Her services are personalized and range from mentoring and accountability to strategic planning and team building for family-owned businesses who seek company growth, synergy and maintenance of the family bond.
Susan Lazar – Susan Lazar Consulting, Inc.
Leadership transition, business planning, improving communication and decision-making, and individual coaching.
Mary Ellen Leary – The Mel Group, LLC
Human resources and organization development consulting.
Kalli Matsuhashi – Executive Confidante
Family conflict resolution, training in understanding family business stages of development and growth, development of ownership agreements, family employment policies, conflict resolution processes, and other standards/policies for family businesses, next generation career planning and development.
Katy Mitchell – Leadership Transitions, Inc.
Leadership in team development, individual coaching, succession planning, next generation leadership and networking groups.
Bill Monson – iManage, LLC
Helps owner, board, and/or management groups face — and act on — real problems and opportunities, in real time, in day-to-day work. Process consulting creates clarity about how best to manage oneself in groups, about how to enhance strategic alignment among stakeholders, and about how to demonstrably improve the performance of the whole enterprise.
Jean Morrison – Morrison and Associates, Inc.
Specializes in conflict resolution, performance management, team building, employer/employee relations, executive/individual coaching and organizational transitions.
Richard Olson – Olson Consulting Group
Leadership development, assessment, coaching, team development and organizational development.
Catherine Reid Day – Storyslices LLC
Storyslices™ uses the power of story to help people and organizations navigate transitions, improve their performance and increase results. We apply our 20 years experience creating philanthropic legacies for families and businesses to support closely held businesses with inheritance and succession. Services include clarifying and conveying vision and values, intergenerational and transition communications, strategic advising, board development, writing, publishing and media production.
David Scouler – Linea Resources
Assisting family-owned enterprises to (a) identify and pursue the best strategic ideas; (b) find and deploy the smartest debt/equity capital; and (c) build strong resilient teams. We believe that these are the critical areas that drive sustained excellence and high performance. We help owners grow, diversify, capitalize, manage, or monetize their business.
Wayne M. Serie – Vistage International
Works with CEOs, presidents and business owners in the Twin Cities.
Paul Smaby – Integral Advisors
Integral Advisors specializes in working with family businesses make the transition from an entrepreneurial organization to a professionally managed company, avoiding the potential pitfall along the corporate lifecycle known as the founder or family trap. Using a combination of Strategic Planning, Team Building, Leadership Development, and Career Transition, Integral Advisors guides family businesses to a higher level of performance and well-being.
Sara Stern– Family Business Minnesota
An EOS (Traction) implementer, coach and the former director of the Family Business Center, she has a unique ability to help family businesses maximize the positive impact they have on their companies, families and communities. She works exclusively with a handful family businesses in Minnesota to implement the Entrepreneurial Operating System.
Cary Tutelman – CJT Company
Guides family businesses through the complicated web of ownership, management and board and family issues that transition brings.
Jon Wilbrecht – Wilbrecht Consulting
With 25 years of CEO experience, Wilbrecht Consulting helps manufacturing companies plan, re-position and move forward for a successful future.
Rebecca Bell – RB Legal, LLC
Growing up in a family business I learned what it takes to keep a family happy and a business growing; I believe in working cooperatively to accomplish goals. As an attorney I perform different roles for my clients — Listener, Counselor and Adviser; Succession Planning Developer; Management Consultant. I apply my unique skill set and background in family business operations, hospitality industry and estate planning to ensure that all of my clients’ planning needs – current and future; business and family – are in order.
Mike Boulette – Lindquist & Vennum
Mike Boulette is an attorney assisting clients with a wide variety of family law matters including prenuptial agreements, divorce, child support and spousal maintenance issues. He regularly works with business owners and their families to protect both their and their business’s financial security.
Jeff Cairns – Stinson Leonard Street, Professional Association
Advising private and family business owners, professionals, fiduciaries and executives on tax deferred retirement plans, ESOPs and succession planning techniques; consulting with employers on group employee benefit programs.
Margaret Cronin – Stinson Leonard Street, Professional Association
Attorney representing families of wealth, closely held businesses, private charitable foundations and entrepreneurs; focus on estate and charitable planning, cabin succession planning and managing enterprise growth, from formation and partnership development to trademarks, branding and succession planning.
Richard N. Flint – Gray, Plant, Mooty, Mooty & Bennett, P.A.
Succession planning, tax planning, business planning and assisting families with members different interests and abilities.
Aaron Hall – Thompson Hall
Business attorney experienced in family business ownership transitions, leadership succession planning, Traction EOS, and corporate law.
Michael P. Sullivan, Jr. – Gray, Plant, Mooty, Mooty & Bennett, P.A.,
Business/corporate attorney assisting family-owned businesses with a broad range of business and legal issues, including acquisitions, financing, governance and shareholder disputes.
Brian Adams, Bremer Commercial Banking
Professional banking advice from a very experienced commercial banker who is very familiar with and understands how to successfully address the financing needs of privately held companies and the related family members including start-up, growth, succession and transition options.
Gerald D. Brennan, CIMA®
James R. Seidel, CFP®
The Brennan Group/Robert W. Baird & Co.
As an employee-owned company founded in 1919, where loyalty to clients, a reputation for integrity and Main Street values are fundamental, The Brennan Group at Robert W. Baird & Company is personally and professionally familiar with the delicate issues unique to Midwestern family businesses. We offer prudent wealth management advice and investment strategies in the context of a thoughtful financial plan as well as guidance in estate, business transition, and philanthropic matters in cooperation with our clients’ legal and tax advisers.
Phillip Christenson, CFA – Phillip James Financial
Saint Thomas Alum specializing in wealth management for families with businesses including tax planning, transition planning, cash flow planning, insurance issues and investments.
Harold Dahl – Larson Allen LLP
Specializes in audits, tax and business transactions.
Paul J. Dinzeo – Accredited Investors, Inc.
Estate planning, tax planning, financial analysis and planning.
Joe Downes – Laurel Wealth Planning
Specializes in asset accumulation, business protection and estate planning.
Stephen F. Haas – Woodbridge Financial Group, LLC.
Steve Haas is Managing Director and Partner of Woodbridge Financial Group, LLC an investment bank providing services to private and family-owned companies valued between $10-$200 Million. He has over 25 years of experience in representing companies in the sale of a business, companies making acquisitions, raising debt and equity capital to facilitate growth, finance intergenerational transfers of a business and finance management buyouts.
Farley S. Kaufmann, CPA, CVA – Lurie, LLP
Beth Kieffer Leonard, CPA, CGMA – Lurie, LLP
Lurie is a different kind of accounting firm, made great by our exceptional talent. We are fueled by the entrepreneurial spirit and driven to serve our community, and our industry, with conviction and vision. Managing a business is the art of navigating chaos. With that axiom in mind, Lurie serves our clients with a simple mission: use agile financial intelligence to provide clarity, confidence, and devoted support. From start-up through succession we’ll help you answer the tough questions you face along the way.
Tom Kaul – Lingate Financial Group
Whether it’s a family transition, employee buy-out, private equity acquisition, a strategic buyer or a wealthy individual, Tom can quickly work with you to derive today’s market value as the basis of your business transition planning and decision making. He’ll help you think through all aspects of succession versus exit strategy planning, providing the research behind the affects decisions may have on employees, customers, families and business sustainability.
Paul Kleinwachter – Farmers State Bank of Hamel
Family-owned community bank serving the NW metro area. Paul has 30 years of commercial lending experience and works with many family businesses with “hands on” communication and sensible solutions based on knowing customers personally.
Craig Kleis – Bernstein Global Wealth Management
Multigenerational planning and wealth management, succession planning and tax-efficient wealth transfer.
Jason Kley, CFP, AIF – Carlson Capital Management, Inc.
Carlson Capital Management offers integrated wealth management and provides investment, estate, tax, insurance, retirement and philanthropic planning that help families use their wealth as tool to accomplish what is most important to them. We consult with families on transition planning, business succession, business retirement plans and advanced planning solutions, in addition to facilitating highly customized family meetings.
Robert Klosterman – White Oaks Wealth Management
Estate transition planning, wealth management, family office services and transition planning.
Tom Losey, CPA – Boulay
Tom Losey is a CPA and business advisor who’s worked with more than 30 family businesses on financial and strategic initiatives that span three or four generations of owners, as well as numerous business acquisition and divestiture transactions. Boulay’s expertise crosses the spectrum of full audit and assurance services, tax planning and compliance, estate and trust, and business and financial advisory services.
Wade McAnelly – Cottingham & Butler
We work closely with family owned businesses that expect us to not only negotiate their business insurance, but also act as their risk manager. This relationship drives measurable performance results while protecting their most valued assets.
Marc Meirovitz – Klein Bank
Marc Meirovitz has over 30 years of experience advising family businesses in the Twin Cities, and is proud to be a senior banker with the largest family-owned bank in Minnesota, Klein Bank. He develops customized financing solutions that solve immediate needs while positioning companies for responsible long-term growth, and is committed to adding value and maximizing efficiency, while always doing what is best for his customers.
Samantha Metcalf, CPA – CliftonLarsonAllen LLP
CliftonLarsonAllen provides integrated wealth advisory, outsourcing, and accounting/CPA services to privately-held businesses and their owners, with a focus on deep industry specialization. CLA serves the following private industry sectors locally and nationally: agribusiness and cooperatives, construction and real estate, dealerships, manufacturing and distribution, private clients, technology and emerging companies, and trucking and transportation. Samantha Metcalf has 15 years of experience providing assurance, tax, and consulting services to closely-held companies including manufacturing, emerging growth and professional services entities.
Brandon J. Oslund – Oslund Wealth Management Group at Merrill Lynch
Succession planning, financial planning and wealth transfer.
Tim Peterson – Larson Allen LLP
Specializes in financial reporting, tax planning and succession planning.
Ken Saddler – B2B CFO
B2B CFO is a nationwide Firm of 230+ experienced CFOs with a strong presence in the Twin Cities and Upper Midwest who help business owners clarify, build a path to achieving, and stay focused on their goals. Using established tools and processes B2B CFOs help companies achieve a higher level of success while helping owners reduce stress and cash flow worries and build a solid retirement strategy. B2B CFOs support business owners in a diverse set of areas from improving profitability and cash flow to managing company transitions and providing financial and organizational oversight. B2B CFOs listen well and work exclusively as advisors and advocates for business owners.
William M. Sternberg – The Minneapolis Foundation
We make it easy to make a difference – today and for future generations. Since 1915, The Minneapolis Foundation has partnered with generous individuals and families, effective nonprofits, engaged civic leaders and other people just like you to strengthen our community through charitable giving.
Trey Titcomb – US Trust, Bank of America Private Wealth Management
For wealthy individuals and families with complex wealth management needs, U.S. Trust offers innovative and customized financial solutions to help meet unique lifestyle, family, business and philanthropic goals. We apply deep wealth management expertise and financial acumen to deliver across a comprehensive range of capabilities, including: Wealth Structuring, Investment Management, Customized Credit and Banking, Legacy and Philanthropy, and Family Office services.
Rick Wall – Highland Bank
Highland Bank is family owned and operated, with 40 years of experience working as a family business, with other family businesses. We are a Preferred Lender with the SBA, and while not every family business needs an SBA loan, with Highland you have a banker that looks at all the possibilities to help you meet your financial goals.
Karen Westerberg – Beacon Bank
As a banking professional for the past 10 years, I can help you with everything from opening an account to business and personal loans. We pride ourselves on the relationship-based environment we have with our business customers. I enjoy becoming your business partner and helping you find customized financial solutions to save your business time and money.
Jean M. Wolfe, CIMA®, CFP®, CPWA® – Robert W. Baird & Co.
We help to build your financial plan to include your business goals and promote steps to implement with a close tie to your family goals. We work with you and your other key advisors (CPA, business consultants and attorney) in every stage and every generation to assure continuity and success in achieving the goals of the family business, wealth and life objectives.
Joe Skorczewski – Chartwell
Chartwell’s expertise in financial advisory, corporate finance, and valuation services is focused on the unique needs of privately-held, middle market companies. Chartwell is a nationally recognized market leader with significant experience providing employee stock ownership plan (ESOP) valuations and fairness opinions.
Mike Frommelt – KeyStone Search
Executive search firm working primarily with privately held businesses, ESOPs, EOS/Traction companies, mid-market companies, healthcare organizations and professional associations, all of whom share our passion for culture/alignment and understand the critical role it plays in their success.
David Magy – Abeln, Magy, Underberg & Associates
Specializes in retained search, corporate recruitment and workforce consulting for family-owned businesses.
Joe Reardon – Versique Executive Search
Versique is retained by Owners, CEO’s, BoD’s, and top-tier investment groups to fill critically important senior leadership roles. Our clients include privately held, family owned, and EOS-integrated enterprises across most industry segments. Success is driven by our search process which focuses on understanding an organizations culture and aligning personality profiles best positioned for success. Joe has more than 15 years of executive search experience and previously spent nearly 20 years in industry leadership positions, such as CFO.
Mike Miller – CEO Roundtable
Our unique model, coupled with our proven meeting format and tools delivers an unparalleled return on your time and money. We’ve got a no-nonsense approach that our members appreciate month after month.
Bill Mills – Executive Group
Executive Group is a Minnesota based CEO Peer Group and CEO Roundtable member organization committed to helping every member company achieve market domination. We help our member companies and their executive leaders (Presidents, CEOs and Business Owners) design and execute strategies that enhance personal life and personal freedom while producing sustainable growth and profits.
John Palen – Allied Executives
Allied Executives is a peer learning exchange process for CEO’s & Executives. Be assigned to the “right fit” peer group to explore and implement best tools and practices to effective leadership and business performance. Access business coaches and an exceptional network of resources.
Vistage – Minnesota
As the world’s leading chief executive organization, Vistage is the premier membership company for executive coaching and business leadership coaching. Vistage has been bringing together successful CEOs, executives and business owners into private peer advisory groups guided by expert executive coaches, known as Vistage Chairs.