Business planning that keeps your family and your business together.

You’ve poured your life into the business. Now you’re wondering how to transition ownership, leadership, and wealth without creating conflict or confusion.

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No Pressure | No Jargon | No One-Size-Fits-All Solutions

Team members discuss a whiteboard with a large drawn pie chart, flow boxes, and colorful sticky notes for planning. It’s a collaborative brainstorm scene.

When there’s no plan, everyone feels it.

Most family business owners intend to “get to it soon.” Then the years pass, health changes, the market shifts, and suddenly the lack of a plan is its own risk.

No clear answer to “who takes over when I’m done?”

Tension between family members working in the business and those who aren’t

Unspoken expectations about ownership, roles, and compensation

Advisors who focus on taxes or documents, but not family dynamics

A persistent feeling you could do more for the next generation

See how my process reduces risk and conflict

A clear, practical path for your family and your company

Family business planning aims to help you sleep better at night - not add more complexity.

Protects the business you’ve built

Respects each family member’s role and contribution

Aligns with your values, not someone else’s template

Gives you confidence about what happens next

Talk with Dana about your Situation

How we’ll work together

Listen & Understand

We start with structured conversations to understand your business, family system, goals, and non‑negotiables.

Design your Plan

I coordinate with your existing advisors (legal, tax, financial) to shape a practical, documented plan for ownership, governance, and transition.

Support Implementation

I stay alongside you as you communicate the plan, refine details, and adjust as life and business evolve.

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Why Work with Me

You don’t need another technical expert. You need a guide who understands families.

Decades of experience with closely held and family-owned businesses

Skilled at facilitating hard conversations with care and clarity

Independent perspective that complements, not replaces, your existing advisors

A steady, structured process that keeps everyone moving forward

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Learn More about Dana
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