What does a family business advisor do?
A family business advisor will help the business leaders grow the company to ensure its long-term health and sustainability while navigating and honouring the family’s emotional connections, needs and goals. Copper Beech Co. specializes in helping family businesses balance the business dynamics with the familial relationships and needs.


At Copper Beech Company, we believe that planning for the future helps create the future you want. We help clients identify goals and we care about the results our clients achieve. Whether the goals are improving financial position, growing the business, transitioning management and ownership. Helping Clarify goals, plan the route and holding the client accountable for achieving the milestones along the way is how we bring value to the engagement.