Jul 30, 2026 | Family Enterprises and Owner-Led Businesses
Eliza Orleans Principal Picture this. A family business’s founder or senior leader sits across from a son, daughter, niece, or nephew, and tries to explain why Saturday mornings used to mean inventory counts, why vacations got cut short for client emergencies, and why...
Jun 30, 2026 | Family Enterprises and Owner-Led Businesses, Governance
Eliza Orleans Principal Caleb White Principal In our work, we are regularly asked to help families find their footing in moments of transition, whether it’s leadership or ownership succession, a sale of a company, or another major life or business event. In these...
Feb 23, 2026 | Family Enterprises and Owner-Led Businesses, Governance, Leadership and Top Team Development
Eliza Orleans Principal Lauren Howard Manager The boardroom fell silent when Mark, the Director of Operations of a third-generation manufacturing family business, asked a key question in the meeting’s final minutes. “So, who actually decides if we should expand...
Aug 25, 2025 | Family Enterprises and Owner-Led Businesses, Leadership Succession, Videos
Eliza Orleans Principal CFAR Principal Eliza Orleans served as a panelist for Passing the Torch: The Art of Business Succession Planning, a networking symposium hosted by The Legacy Foundation, designed for business leaders, executives, and financial professionals...
Feb 18, 2025 | Consulting, Leadership and Top Team Development
Eliza Orleans Principal Whether it’s in the workplace or the early episodes of Ted Lasso, we all know dysfunctional teams when we see them. There are many factors that contribute to team dysfunction. The three dysfunctions of a team I see most often in my work are: 1....