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 with a deep understanding and experience working with business families, and wish to be listed in this directory, please contact us.
Succession, Governance, Coaching, Relationships, Legacy, Strategy
Justin Anderson – JSA Advising
Services related to behavioral and relational aspects of family business. Communication, optimizing health and well-being for the entire system.
Bill English M.A., M.Div., CPBPM – The Platinum Group
Working from his own experience of owning a training company for 14 years ($9M/65 employees) and performing marriage and family therapy for 9 years, Bill (a Minnesota Licensed Psychologist) assists family-owned businesses who are in crisis to help them find healing and profitability. When you’re looking for help, Bill will give you an hour of his time so you can discern if his help and services are a good fit for you.
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.
Larry D. Hause, JD – Hause Family Business Transitions, LP
A nationally recognized transition strategist, attorney and author, Larry specializes in helping owners of family and other privately-held companies resolve difficult, contentious and seemingly “impossible” transition challenges in a low risk, highly effective manner. His “Balance Point System” provides a framework to balance all of the primary issues involved with every transition: power, money and personal relationships.
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.
Susan Lazar – Susan Lazar Consulting, Inc.
Leadership transition, business planning, improving communication and decision-making, and individual coaching.
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.
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.
Cary Tutelman – CJT Company
Guides family businesses through the complicated web of ownership, management and board and family issues that transition brings.
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.
Julie Keyes – KeyeStrategies
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.
Katy Mitchell – Leadership Transitions, Inc.
Leadership in team development, individual coaching, succession planning, next generation leadership and networking groups.
Richard Olson – Olson Consulting Group
Leadership development, assessment, coaching, team development and organizational development.
Jonathan Shaver – Envision Partners, LLC
First-time people management team leadership and team development, especially for technical experts. One-one-one coaching, small groups and intact teams.
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.
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.
Amanda Lathrop – Lead Sheep Productions, LLC
Video production services to capture and preserve the legacy of your family business for future generations.
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.
Mimi Palen-Clare – Executive Growth Advisors
Mimi specializes in helping family businesses position themselves for growth and improvement in their processes, people, profitability, and customer & community perceptions. She works with owners, executive teams, and their Boards to develop clear and profitable roadmaps for their organizations through strategic business planning, succession & transition planning, navigating through conflict, transforming company cultures, and executive coaching.
Kathleen Pytleski – Sekstant LLC
Having the appropriate business strategy for your family business can greatly enhance the relationship among family members; it helps in setting expectations and creating accountability. Sekstant provides management consulting services to help family businesses define their future through outcomes-based business planning and to integrate that strategy into daily operations to achieve strategic success.
David Scouler – Winward Mark LLC
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.
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.
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.
Anne Cotter – Stinson Leonard Street
Anne advises businesses in all stages, including formation and organizational matters for start-ups; financing for emerging growth companies through venture capital or private placements; mergers, acquisitions, and joint ventures for expanding businesses; and governance, general corporate and transition planning for mature businesses. Anne’s clients represent a wide array of industries, including medical and other technology and real estate development.
Margaret Cronin – Bridgeview Legal Advisors
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.
Christopher M. Daniels, Esq. – Daniels & Kibort, PLLC
If you have reached the point where you have tried everything to maintain peace and harmony in your family business, and it’s not working, Chris Daniels of Daniels & Kibort, PLLC, can help separate family members from the family business. Chris, a former CPA and a business litigator with almost 30 years of practice, has spent the last 15+ years helping clients as a “business divorce” attorney, with the goal of avoiding litigation and allowing family members to separate from businesses with dignity and fairness.
Richard N. Flint – Gray Plant Mooty
Succession planning, tax planning, business planning and assisting families with members different interests and abilities.
Aaron Hall – JUX Law Firm
Business attorney experienced in family business ownership transitions, leadership succession planning, Traction EOS, and corporate law.
Noreen Johnson Sedgeman – Winthrop & Weinstine, P. A.
Noreen Sedgeman is a business attorney who assists family business owners with ownership transitions. In particular, she regularly represents family business owners in succession planning and in connection with the sale of their business.
Joel Levahn – Zappia & LeVahn, Ltd.
As a business advisor and attorney with 35 years of experience working with family businesses and closely held companies, Joel understands the uniqueness of family business dynamics and helps in transitioning from entrepreneurial management to professional management, as well as transitioning the business to the next ownership regime – be it the next generation, an ESOP or even an outside, third-party buyer.
Brian Schoenborn – Stinson Leonard Street
Brian’s practice is focused at the intersection of business and estate planning, advising individuals, multi-generational families, and business owners, on tax planning, wealth preservation, and estate and trust administration. He also has substantial experience providing general counsel representation to private and family businesses.
Lowell Stortz – Stinson Leonard Street
Lowell provides legal advice and business counsel to individuals and privately-held businesses in the areas of tax, business and estate planning, and trust and estate administration. He also works closely with families, businesses and charities on succession planning and charitable giving strategies.
Michael P. Sullivan, Jr. – Gray Plant Mooty
Business/corporate attorney assisting family-owned businesses with a broad range of business and legal issues, including acquisitions, financing, governance and shareholder disputes.
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.
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.
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.
Ron Price, CPA – CBIZ MHM, LLC
Ron Price provides tax and business advisory services to more than 20 families and family owned businesses, with experience including acquisitions, sales transactions and succession planning. CBIZ MHM, LLC is a full-service tax and accounting firm with expertise in providing audit and assurance services, tax planning and compliance, estate planning, wealth transfer and valuation services.
Robert Briese – Freeland Briese
Freeland Briese is a Minneapolis-based investment bank that provides mergers and acquisitions advisory services to entrepreneurs, families and middle market businesses across the United States. Freeland Briese has significant experience representing clients across a variety of industries including manufacturing, distribution, food and beverage, healthcare, environmental services, e-commerce, technology and business services.
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.
Tom Kaul – Exit Strategy Planners
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 F. Moffatt – Encore One, LLC
Part of a family business started more than 60 years ago, Encore One, LLC is a holding company that invests in private companies with up to $100 million in revenues. Unlike most investors, we measure our investment horizon in decades, giving us the flexibility to (i) accommodate the particular financial needs of the selling company’s owner(s) and (ii) protect the employees, culture and name of the company, while affording us the time to prudently grow the business.
Dyanne Ross-Hanson, CLU, ChFC, CFP, CEPA – Exit Planning Strategies
Dyanne Ross-Hanson directs an inter-disciplinary process for owners and their advisory team to explore exit planning options, map realistic strategies and develop an action checklist to accomplish the owner’s objectives. Her work is outcome agnostic, financially based and owner-centric.
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.
Jeffrey A. Wright – Corporate Finance Associates, Minneapolis
Corporate Finance Associates is a FINRA licensed Investment Banking firm specializing in working with family company owners to achieve a high value exit or financial recapitalization to facilitate an intergenerational ownership transfer. All four partners in the firm have owned, run, and successfully exited from companies so they bring a great deal of real world knowledge and empathy to their work with clients.
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.
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.
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.
Wells Fargo Private Bank
I provide financial advice and consultative services to high-net worth individuals and their families to address the full impact of their unique wealth, which often reaches far beyond money management. I thrive on developing innovative solutions to complex problems for clients by cultivating and developing the best team and solutions for each client.
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.
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, LLC
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.
Todd F. Krough – Tealwood Asset Management
Todd has 30 years of advisory expertise in the wealth management industry. With that expertise, he has the ability to understand the unique needs of the family business, work with the family and their other advisors to provide better financial outcomes.
Keith Moeller, CPA, CFP, CASL, MBA – Northwestern Mutual
Keith’s purpose is to help guide people through retirement, business succession, incapacity and estate planning. He focuses on your visions rather than tactics, clarifying your goals rather than just selling products, and empowering you to make confident decisions.
Brandon J. Oslund – Oslund Wealth Management Group at Merrill Lynch
Succession planning, financial planning and wealth transfer.
Candido Palomarez – Candido, Inc.
I have specialized in working with Christian family businesses for more than 10 years. As the CFO for the family, I help a very small number of families set and achieve their succession, retirement, and legacy goals and to be good stewards with the finances that God has entrusted to them.
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.
Nate Wenner, CPA, PFS, CFP®, CIMA® — Wipfli Hewins Investment Advisors
Leveraging his expertise in tax, succession, retirement and investment planning, Nate specializes in developing well-conceived, comprehensive financial plans for a range of business owners, from sole practitioners to multigenerational family enterprises. One of Nate’s key areas of expertise is advising owners who are ready to pursue life after their business — specializing in helping create a roadmap for exiting the company, while developing a long-term plan for what lies ahead.
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.
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.
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.
Mike Frommelt – KeyStone Search
Retained executive search firm working exclusively with privately held businesses, including family businesses, ESOPs, partnerships and founder-led companies. Keystone has conducted numerous “Succession” related search projects as well as having a specialty in working with companies utilizing EOS/Traction.
David Magy – Abeln, Magy, Underberg & Associates
Specializes in retained search, corporate recruitment and workforce consulting for family-owned businesses.
Rebecca Krus Nash – LymanDoran
LymanDoran is an executive search and leadership consulting firm with extensive experience working with family and founder-owned companies. Whether we’re finding your new leadership or mapping your plan to propel results, LymanDoran’s passion is helping your organization plan for what’s next in a way that remains true to your culture.
Chandler McCoy – M&A Executive Search, LLC
M&A Executive Search & Consulting specializes in recruiting senior executives and board members for family and closely held companies. Our focus is finding dynamic, inspirational leadership that fits your unique culture.
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. 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.