Activate your maintenance program

The Institute's philosophy is that change – no matter how skillful the consultant and how well intentioned the family business stakeholders – is quite fragile and must be protected. As the client requires less intensive work and the sequential implementation project nears its conclusion, the Family Business Institute and the client mutually establish a program for accountability and for making new tools, initiatives, strategies, and adjustments permanent. The Maintenance Program with Change Protection™, while flexible, usually means quarterly or semi-annual meetings for one or more years as well as a continuing policy of unlimited contact, advice, and support irrespective of the schedule for formal meetings or retreats.