You are not alone on your family business journey

How We Can Help


Navigating through family relationships, overlapping roles, and the strategic challenges facing the business is complex. You may feel stuck now or want to prepare for the exquisitely intertwined Family, Management and Ownership dynamics and your dream of family harmony and business sustainability.

Since 1988, it’s been our privilege to guide hundreds of business families, helping them flourish as individuals, families, and enterprises.

Our two generations of family-friendly advisors bring seasoned counsel, principles, and our 5 MOUNTAIN™ Process to provide the direction, clarity and confidence to reach your summits.

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Management Family Board Advisors Shareholder

5 MOUNTAIN™ Process

The exposure to best practices and the real-life accounts of other family businesses is another asset to our family.

— Keith BrubacherPresident, Brubacher Excavating, Inc., Bowmansville
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