Our Services

Ownership succession services

  • Key guidance document formation (mission, vision, values)

  • Enterprise overall health assessment (SWOT analysis)

  • Business entity structure review

  • Estate planning (financial and tax)

Management succession services

  • Management system design and accountability systems

  • Organizational reporting flowchart

  • Leadership development

  • Conflict resolution

  • Financial and operational metric analysis

Our Mission

Our mission at Greenfield Consulting, LLC is to help family businesses develop ownership and management succession plans to ensure that the business is effectively transitioned.

Our Vision

We will guide you through every part of the process to ensure that your family business….

  • Identifies an ownership succession plan that provides for the transition of significant ownership.

  • Creates a management succession plan that facilitates the transition of key management duties.

  • Commits to executing, monitoring, and adapting these plans over time.

Our Values

Organizational success can be traced to teamwork

Relationships are built on a foundation of trust

Truth and transparency are links in the chain of communication

Humility is placing the organization’s greater good above individual accomplishments

Everyone is accountable to someone for something

People desire to be around others who have a passion and enthusiasm for what they do