The Family Business Flywheel™
Confidence. Clarity. Continuity.
You've built something worth protecting. We help you grow it, coordinate it & pass it on - without losing control or your connection as a family.
Why We Created The Flywheel™ (and the problems it solves).
Who We Built It For.
Whether you’re a small family-owned business under $1M in revenue, a thriving middle-market company, or a Fortune 500 enterprise, the Family Business Flywheel™ was built for you.
The principles are universal: coordinate business, wealth, and legacy so they reinforce each other. What changes is how we engage.
How To Get Your Flywheel™ Spinning.
Every family business is different. That’s why we’ve designed three levels of support, so you can engage in the way that matches your stage, resources, and goals:
Do It Yourself (DIY)
For families who want to implement the Flywheel at their own pace. You’ll gain access to proven frameworks, tools, and guidance designed to help you strengthen business, wealth, and legacy on your terms. Best for smaller businesses or those seeking direction without deep outside involvement, DIY puts the process in your hands with clarity on where to focus and how to begin.
Done With You (DWY)
For families who want more guidance than DIY but don’t need (or want) a full-service engagement. Here, we connect you with trusted partners, group coaching programs, and virtual cohorts that provide structured support, accountability, and practical tools. You get the benefit of proven systems and community learning while keeping ownership of the process.
Done For You (DFY)
For families ready to accelerate change with the backing of a personal, multidisciplinary team. We bring together a family wealth advisor, business coach, and family dynamics facilitator to deliver a comprehensive, coordinated plan. The work of leading and aligning still belongs to your family, but you don’t have to figure it all out alone—we carry the complexity, orchestrate the moving parts, and ensure progress stays on track.
The principles are the same; the level of support is up to you.
Choosing Your Path:
Your Legacy. Your Flywheel™. Your Life.
Whether you’re a self-starter, want expert guidance, or prefer a full-service solution, the Family Business Flywheel™ gives you confidence, clarity & continuity
