Contact Us

Connect with our experienced family business consulting team to navigate succession planning, governance, and conflict resolution with confidence and clarity.

Schedule a Discovery Call with our team!

Contact Us

Connect with our experienced family business consulting team to navigate succession planning, governance, and conflict resolution with confidence and clarity.

Schedule a Discovery Call
Email Fusion CPA in Atlanta Georgia USA e1691491289132 768x245 1 e1744010178331
Phone Fusion CPA in Puerto Rico 1200x525 1
Phone Fusion CPA in Atlanta Georgia USA 1200x525 1
family business consulting team fusion cpa
What is a family business consultant?

A family business consultant specializes in helping multi-generational businesses navigate challenges related to ownership, leadership and business direction transitions, governance, and generational sustainability. They provide strategic guidance on estate planning, succession planning, and conflict resolution to ensure both business growth and family harmony.

Without proper planning, family businesses face serious risks like ownership disputes if a family member passes, leadership gaps if there is not a structured transition, financial instability, and conflict among heirs. A family business consultant offers neutral insights that help prevent these risks while maintaining business continuity. Business consultants typically understand legal, financial and interpersonal challenges.

While many consultants focus on one piece of the puzzle, Fusion brings together tax, accounting, legal, and interpersonal expertise under one roof. At Fusion, we follow a structured approach to help family businesses build long-term success. Here’s how we begin:

  • We start with a Visioning Session to align key family members on goals, pain points, and legacy aspirations, followed by an Alignment Assessment to understand how personal and business goals connect.
  • We conduct a Family Enterprise Analysis and assess strengths, challenges, and long-term goals while defining your core values and mission.
  • We evaluate next-gen readiness and build custom development plans that prepare future leaders and support governance.
  • We help establish councils, boards, and frameworks that clearly define decision-making authority and communication structures.
  • We offer regular check-ins to track progress and help your business adapt over time – ensuring both harmony and continued growth

Succession planning ensures safe and sensible leadership and ownership transfer across generations. Without it many family businesses don’t survive the second generation. But, this plan is not just about naming successors, it requires in-depth understanding of industry evolvement, predictive analytics as well as deep consideration of family members’ strengths. Effective succession planning prevents business closure, ownership disputes, and financial instability, while ensuring the next generation is ready to lead.

Ownership alignment is about ensuring that all family members with a stake in the business share a common understanding of their rights, responsibilities, and long-term goals. Without this in place you become vulnerable to misunderstandings around control or profit distribution. 

When ownership is clearly defined and strategically structured, it promotes transparency, trust, and stability.

Think of governance as the backbone of your family business—it provides the framework for how decisions are made and roles are defined. Without it, emotional dynamics can derail progress.

Family governance involves creating clear structures and policies to manage leadership, decision-making, and family relationships. This can include:

  • Decision-making frameworks
  • Conflict resolution protocols
  • Family advisory boards to support fairness and compliance

As your business grows, it’s essential to reassess these frameworks to match the complexity of your operations and evolving family dynamics.

Liz
Liz Atlanta, GA
I have never used a professional tax preparation service before, but I had a very complicated tax issue this year and Trevor and Steven were awesome in helping me resolve it. They were always accessible via email and phone and they took the time to break down complex tax provisions in a way that was easy to understand. I also appreciated how transparent they were about their fees and how efficient they were in researching issues and preparing my tax returns.
Brandon Roth
Brandon RothAtlanta, GA
The Fusion team were absolute rockstars with my tax cleanup for this year and last. They saved me thousands in mistakes that "the other guy" was making in my financial organization. They probably should have charged me more but it's too late, I already paid the invoice 😂 But seriously, thank you all for your expediency and time this season and I look forward to working with you in 2024. You've gained a new customer for life!
Phil Minnes
Phil MinnesAmerican Family Insurance Agentername
Trevor and his team are the best! As a first time small business owner they took the time to answer my many questions, never making me feel like a nuisance, and always with a quick response. Very knowledgeable and always looking out for the best interest of their clients. Looking forward to many more years of work together thanks Fusion CPA!
Liz
Liz Atlanta, GA
I have never used a professional tax preparation service before, but I had a very complicated tax issue this year and Trevor and Steven were awesome in helping me resolve it. They were always accessible via email and phone and they took the time to break down complex tax provisions in a way that was easy to understand. I also appreciated how transparent they were about their fees and how efficient they were in researching issues and preparing my tax returns.
Brandon Roth
Brandon RothAtlanta, GA
The Fusion team were absolute rockstars with my tax cleanup for this year and last. They saved me thousands in mistakes that "the other guy" was making in my financial organization. They probably should have charged me more but it's too late, I already paid the invoice 😂 But seriously, thank you all for your expediency and time this season and I look forward to working with you in 2024. You've gained a new customer for life!

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