Our proven, six-step process helps families and their businesses succeed by identifying concerns and critical questions, and by creating and implementing a successful strategy to address them.

VISION FOR SUCCESS™, IN MORE DETAIL

Orientation
An introductory, no-obligation session introduces the principals and other involved family members of your firm to the program. We'll discuss your needs, goals, and how Vision for Success™ can help.  All family members attend this critical first meeting to discuss goals and expectations for the proposed project.

Discovery
A trained Hubler For Business Families consultant follows up and interviews everyone who participated in the Orientation meeting, as well as other selected family members, spouses, non-family managers and key employees and professionals, to develop the necessary understanding of the issues, concerns, and goals of your family, plus business history, current issues, concerns and future growth.

Analysis
Our business and family experts analyze the interviews and related information to identify major issues, concerns and opportunities. We then create informed recommendations to assist you in achieving your goals. We make recommendations that will serve as the foundation for you to create a comprehensive organization plan. 

Planning
All participants of the Orientation meeting attend the planning meeting to achieve two goals. The first is to create a common understanding of the issues and opportunities for success. The second is to create an Action Plan that addresses the issues and allows the participants to achieve their goals. The action plan is your blueprint for future growth for both family and business. 

Implementation
Hubler For Business Families offers a spectrum of services to support the business family’s implementation process of the Action Plan. We can:

• Facilitate bi-monthly update meetings
• Develop a Common Family Vision
• Introduce Collaborative Team Skills to enhance communication and manage differences
• Initiate Family Meetings (Family Council)
• Devise a Succession Plan for ownership, leadership, management and business
• Produce a Leadership and Career Development Plan for the next generation
• Generate a Life Career Plan for the senior generation
• Support monthly discussions with entrepreneur and spouse
• Provide expert business planning
• Provide Wealth Preparation Planning
• Incorporate requested business services such as IT, HR, and strategic planning services, web development, corporate branding or others that support business and family success.

Tailored Review
To ensure ongoing success, Hubler For Business Families professionals review progress, assist with concerns or changes and support fine tuning of your Action Plan. This follow-up plan is designed uniquely for you to maintain the innovations and momentum that were established and implemented. The process includes periodic meetings and coaching to continue and sustain the success of the family and business.

Having a clear picture of what you want for your business and your family is essential for success and satisfaction. We can help you with your Vision for Success™. Email us, call us at 612.375.0640, or fill out our contact form.

The six steps include:

1. Orientation
2. Discovery
3. Analysis
4. Planning
   
5. Implementation
   
6. Review​

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