Skip to content

Family Business is Complex. We’re with You
Every Step of the Way.

We are a full-service advisory firm created to help your family reach new heights. We’re a family for your family business, providing guidance when you don’t know where to turn, counsel when you’re considering a big change, and with you through all phases of your family business journey. We help you sleep at night.

0

Years Serving Family Enterprises

0

Family Businesses Guided

Let’s Start a Conversation

Our clients care deeply about their families and the businesses they steward over the generations.

Get Started

“You guided us to a strong and healthy cousin partnership in Generation 4, and we emerged as a stronger family unit.”

Brent Kreider, G4 President/Owner, B. R. Kreider & Son, Inc., Manheim

Are You Grappling With Difficult Questions?

How and when should we begin the transition discussions so we’re fair to the kids and the business?

How do we develop an effective Management Transition Plan to assure clear roles and the seamless passing of leadership?

How do we develop an effective Ownership Succession Plan leading to aligned decision-making and high performance?

Will the next generation have the competencies, commitment and alignment to steward the business forward?

Is it time to start or to refresh our board with independent directors?

How do we create energizing Development Plans to prepare next generation leaders?

Can our current advisors take us where we want to go? Can they collaborate?

How do we create a clear, written Crisis Plan — the first step in creating a Transition Plan — that’s fair for the family and business?

How do we name and address leadership gaps, family dynamics, or challenges ?

How We Can Help

Facilitating Healthy Communications & Conflict Resolution
Preparing the Next Generation
Management Transition Planning
Ownership Transition & Alignment
Educating & Organizing the Family
Strategic Planning
Family Business Crisis Intervention
Navigating the Complexities of Blended Families, Addictions, Disabilities
Independent Board Development & Search
Enterprising Family Leadership Development
Explore Our Services

Experts in Your Corner

A family business faces unique challenges that no other business faces. Our Advisors understand the inherent complexity of your family business system and how to guide you onto paths of clarity.

Meet Our Team

Seeking the Best & Brightest

Be part of one of the most respected firms advising enterprising families.

Learn More

“Just Born continues to move forward, and we now have an independent Board of Directors with five individuals from around the country; a truly independent Board. We are in our 95th year headed to 100 and feel privileged to be one of the few that survive this long. We have you to thank for steering us in the right direction.”

David Shaffer, G2 Board Chair, Bethlehem, PA (Ross Born, G3 CEO, presented several times to our Learning Community), Just Born

“We have been able to confront difficult family issues, implement an acquisition plan, and develop a strong board of directors…”

Tom Twardzik, President, Ateeco, Inc. (Mrs. T’s Pierogies), Shenandoah, PA

“Thank you for all you are doing to help us through this transition period. Your wisdom, knowledge, kindness, and ideas are a great help in this process and journey going forward. We are so glad to have you helping our family move forward as we plan the future. Thanks for your kind words and prayers for our family. You both are fantastic.”

Ken & Kathy Weaver, G1, Weaver Flooring America, Harrisonburg, VA

“Our Family Council has updated our Family Constitution while working with DelVal, strengthened our board, and initiated the ongoing transition from G2 to G3. I’ve benefited greatly from learning about the uniqueness of other local family businesses, while recognizing some more universal truths most family businesses experience over time. DelVal has increased my confidence working in my family’s business, helped me network, and made me a leader who’s better able to meet the challenges that come my way. I would recommend the Delaware Valley Family Business Center to anyone!”

Nellie Forst, G3 Lincoln Investment, Fort Washington, PA

“Since joining the DVFBC, I’ve been able to connect with like-minded peers which has provided me with a lot of support as our business continues to evolve.  It’s comforting to find people who are going through similar experiences and dynamics within their family businesses.  The meetings are always well planned and very engaging.  I know I can always reach out to anyone at DVFBC to help as well if I need something.”

Sarah Coveney, G2 PremierNow, Royersford, PA

“DVFBC has been an invaluable resource in helping navigate the challenges of our business while strengthening our family vision, bond and relationships.”

Gary Robins, G1 The G&C Robins Company, Kennett Square, PA

“The exposure to best practices and the real-life accounts of other family businesses at the forums is another asset to our family. I look forward to seeing the next generation benefit from the framework we now have established to guide us through the intersection of business and family.”

Keith Brubacher, G2 President, Brubacher Excavating, Inc., Bowmansville, PA

“Thank you for normalizing the complexity of family business, walking with us in it, and providing counsel and resources for finding a way through it. We are grateful to have had you by our side through our generational transition and as we have been on the other side of it articulating the vision for our generation. While the road has not been straight, we feel confident as we are laying a foundation for the future of our family and business.”

Robbie & Karen Keim, G4 The Keim Company, Charm, OH

“My work with Lorri has been tremendously beneficial not only to me, but to my team as well. I feel that she really understands our business and me which is proving to be an asset.”

Sarah St. John, G5 Fisher & Son Co., Inc., Exton, PA