As trusted family business consultants, we know that leading a family-owned company is both incredibly rewarding and uniquely complex. From succession planning and tax strategies to governance and conflict resolution, we help families navigate sensitive issues with care and clarity.
But our work goes beyond the financials — we focus on building genuine relationships to fully understand the dynamics between your family and your business. At Fusion, our goal is to provide expert guidance and tailored strategies that help your business grow, adapt, and thrive across generations — while preserving what matters most along the way.
As trusted family business consultants, we know that leading a family-owned company is both incredibly rewarding and uniquely complex. From succession planning and tax strategies to governance and conflict resolution, we help families navigate sensitive issues with care and clarity.
But our work goes beyond the financials — we focus on building genuine relationships to fully understand the dynamics between your family and your business. At Fusion, our goal is to provide expert guidance and tailored strategies that help your business grow, adapt, and thrive across generations — while preserving what matters most along the way.
While 75% of entrepreneurs and 81% of established owners successfully co-manage businesses with family, the journey isn’t always easy — and you don’t have to navigate it alone.
At Fusion, our team of family business consultants brings over 15 years of experience helping family businesses at all stages, including those with $30M+ in net worth, find clarity and build lasting success. But we don’t just focus on ultra-high-net-worth families — we partner with businesses of all sizes to align vision, strengthen relationships, and create tailored strategies that support both the family and the future of the business.
We are proud to be recognized among the leading family business consultants for ultra-high-net-worth families — and we’re equally passionate about supporting family-run businesses of all sizes.
Growing up, I didn’t just watch my parents run a business—I watched them build a life. My dad, “Pops,” crafted sailboats in Virginia while my mom stitched the sails. Together, they taught me about grit, partnership, and doing things their way.
After a decade in the boat business, we cast off as a family—sailing the East Coast, exploring the Bahamas and Puerto Rico (where my parents first met), before settling in Jacksonville. No matter where we were, one truth held: They always sailed their own course.
Years later, I asked Pops what lesson stuck with him from those days. His answer was immediate: “Reinvestment.”
He told me about buying specialized Navy-grade equipment—something no other small shop had—that prevented hulls from rusting. That bold move didn’t just keep him competitive; it redefined what the market needed.
Today, that lesson guides me. In my work in tax and accounting, I prioritize reinvestment—in knowledge, technology, and relationships—through peer groups and industry communities.
The boats are gone, but the spirit remains: Build with intention. Adapt relentlessly. Never stop exploring.
We help family businesses navigate leadership transitions with a seamless succession plan that honors your legacy and prepares the next generation.
We help establish clear governance structures, define roles and responsibilities, and implement conflict-resolution strategies to keep your family and business thriving together.
We help navigate sensitive discussions, mediate disputes, and implement structured strategies to address conflicts before they escalate.
We provide tailored tax strategies—inheritance planning, profit distribution, and compliance—to optimize financial health and minimize tax burdens for family businesses.
We create tailored financial strategies that balance business growth with family wealth goals, from investment planning to cash flow management.
We help family businesses leverage technology—from accounting software to analytics—to streamline operations and stay competitive.
With us, you’re not just a client — you’re a partner in building something that matters. As dedicated family business consultants, we understand that your business isn’t just about profits and processes — it’s personal. It’s your family’s story, your hard work, and your legacy.
That’s why we take the time to really get to know you — the people behind the business. We’re here to help you work through the challenges that are unique to family enterprises, whether it’s preparing for a smooth leadership transition, aligning on long-term goals, or bringing clarity to financial operations. We know these conversations aren’t always easy, but they’re worth it — and we’ll be by your side every step of the way.
At Fusion, our goal is to help your business not only grow, but thrive — in a way that honors your values, strengthens your relationships, and sets the next generation up for success.
We aren’t just about balancing the books; we’re about strategizing for secure expansion. Our approach is guided by the Entrepreneurial Operating System® – a compass of focus, discipline, and accountability – but our toolkit is powered by tech.
We optimize your accounting processes while fortifying your financial journey. It is our goal to help businesses of all sizes implement winning strategies to scale safely.
Join us as we dive into candid conversations with family business owners and peers. From navigating generational transitions to overcoming unique challenges, these interviews uncover real stories, practical solutions, and the heart behind thriving family enterprises.