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.
Abigail Barrett – Leadership Transitions
As an executive coach with more than 35 years of consulting experience, Abigail Barrett M.A, L.P has provided leadership and team development services to a broad spectrum of industries and clients, from small start-ups to Fortune 500 companies. She is the owner of Leadership Transitions, Inc., holds a master’s in counseling psychology from the University of St. Thomas, and is a licensed organizational psychologist.
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.
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.
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.
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.
Yvonne Kinney – Consulting Solutions
Helping families navigate through unique situations and challenges by empowering companies, teams and individuals with solutions to fit your culture and goals. Interpersonal relationships, communication, succession planning and leadership development.
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.
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.
Catherine Reid Day – Storyslices LLC
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 – 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.
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.
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.
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.
Kathleen Kuehl – Bridgeview Legal Advisors
Attorney, with previous family office experience, counseling client families on all aspects of wealth transfer strategies, estate and trust administration, business succession, philanthropic planning, business entity formation and general business matters.
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.
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.
Jeff Fischbach – Bremer Bank
Bremer is a financial services organization owned by both a foundation and its employees, through an ESOP. With integrated comprehensive solutions including banking, insurance, trust, private banking and wealth management, we provide guidance, counsel and solutions that aim to balance the needs of the business, the owners and the bank.
Sima Griffith – Aethlon Capital, LLC
Sima Griffith is the founder of Minneapolis-based Aethlon Capital, a FINRA-registered investment bank. Whether a company has $10 million or $100 million in revenues, Aethlon is adept at helping entrepreneurs and families navigate capital raises and the sale of their businesses to help owners achieve their long-term goals.
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.
Marshall Johnson – Arctic Capital
Arctic Capital is a Minnesota-based acquisition holding company with significant experience helping family businesses transition to new ownership. Our philosophy is to partner with exceptional companies led by talented management teams to support both organic and acquisition growth strategies with long-term investment horizons.
Farley S. Kaufmann, CPA, CVA – Lurie, LLP
Beth Kieffer Leonard, CPA, CGMA – Lurie, LLP
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.
Patrick Keefe – B2B CFO
Pat offers unique tools, talents and processes to improve the lives of family business owners by understanding their goals and removing barriers that get in their way. He offers a complimentary Discovery AnalysisTM that benchmarks your business and helps you prepare a strategic plan that gets you where you need to go.
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.
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.
Paul F. Moffatt – Encore One, L.L.C.
Part of a family business started more than 60 years ago, Encore One, L.L.C. 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.
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.
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.
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.
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.
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.
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.
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.
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.
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.