Client: Multi-Generation Family-Owned HVAC Contractor
Objective:
- Initially engaged to reduce family-business tension and mediate recurring disagreements
Our Role:
- Conducted a structured assessment of management practices and third-generation leadership readiness
- Utilized DiSC methodologies to strengthen communication, collaboration, and mutual understanding
- Developed a comprehensive communication, team-building, and succession planning report
Results & Value:
- Reduced family-business stress, increased communication awareness, and established clear succession planning roles and actionable next-step recommendations