More than 100 families. One pattern.
For 22 years, Jocelyn has advised more than 100 family enterprises through growth, succession, and the hard conversations in between, after 24 years as a corporate executive.
Every engagement is protected by an NDA. We don’t name our clients, and we never will.
Breaking Through the Founder Ceiling
The founders had built a $10.2M business, but were still running it like a $2M one. They personally approved invoices and reviewed daily protocols. There was no CFO, no COO, and three acquired clinics running on different systems.
A 90-day diagnostic, then a full executive team: a COO, a CFO, and two regional directors, hired within nine months. We brought all locations onto one system with unified financials, and moved both founders into strategic roles.
Revenue grew from $10.2M to $17.8M (+74%). The founders stepped out of day-to-day operations for good.
+74%Revenue growthEngagement Snapshots
Composites drawn from many families we’ve advised, with details combined and changed to protect confidentiality.
The Founder Who Can’t Let Go
Thirty years in, two heirs, and no plan. We grounded the conversation in an independent valuation, found an ownership model both children accepted, and gave the successor a year in the CEO seat with the founder as mentor. The plan was signed, and the family is still at the same table.
The Sibling Standoff
Two siblings, one business, two different visions, and every disagreement felt personal. We separated family conversations from business decisions, put decision rights in writing, and documented what lived only in their heads. The fighting stopped, and the growth started.
The Real Estate Brokerage Becoming a Family Business
A husband and wife, both licensed, built a successful real estate firm together. Now their adult children are getting licensed and joining. Suddenly the questions pile up: Who gets which clients and listings? How are commissions split? Is Mom the boss or Mom at work? Do the kids report to their parents or to the team? Every answer felt personal. We defined each person’s role and authority, set clear rules for client handoffs and commission splits, and built a path for the kids to earn their place in front of the other agents. The firm now runs like a business, and the family no longer has to choose between the two.
The Family Behind the Franchise
A family that owns a professional sports franchise, where the family name is as public as the team. The founder’s generation still holds control, and the next generation wants real roles, not just box seats. Every disagreement over leadership, ownership, or who speaks for the team risked becoming a headline. We defined who leads what, built a clear path for the heirs to prove themselves inside the organization, set ground rules for how the family makes decisions and resolves conflict privately, and aligned everyone on one public voice. The franchise kept its momentum, and the family protected the reputation it took generations to build.
Sell or Stay
One generation wanted to cash out, the next wanted to build. We laid out what each path really meant for every family member, in numbers and in roles. The family made a decision together, and nobody walked away bitter.