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Family Business Services

Family business meeting

Success Systems is a business consulting firm serving families and closely held companies.

The consultant, Jan Kantor, has assisted companies in achieving business goals for over three decades. He specializes in the “what” and “how” of business and family management…developing and maintaining a plan of action, and then hands-on assistance with implementing the plan.

The following is a summary of “scope of work” areas:

The Family Enterprise

  • Family education
  • Managing the family-business balance
  • How family and business work together
  • The family plan and mission statement
  • Enhancing communication flow among family members
  • Family cooperation and leadership
  • Identify and clarify goals for each family member
  • Developing current and future family leaders
  • How to set direction of the family enterprise by family members
  • Estate planning issues; security, future ownership, decision making
  • Defining roles and contributions of family members
  • Succession planning for the family
  • Reducing conflictive issues between family members


Strategic Business Planning

  • Identify current and desired status of the company
  • Evaluate strengths and limitations
  • Pinpoint competitive situation and counter strategy
  • Clarify business direction and priorities
  • Prepare senior team of family managers for business leadership
  • Outline assumptions business will operate by
  • Provide methods to arrive at agreed upon strategies, goals and tactics
  • Define mission of company
  • Identify and capitalize on marketplace opportunities
  • Shaping strategic partnerships
  • Outline investment partner alternatives


Operational Enhancements

  • Communication between departments
  • Work flow systems
  • Reduce operating costs
  • Teamwork between departments
  • Clarify department and company goals
  • Define current stage of business life cycle
  • Management and supervisory skill set training
  • Compensation/incentive programs to boost net profits
  • Company assessments to determine current levels of productivity
  • Developing future management leadership
  • Getting operational management to understand and meet ownership goals
  • Operational structure efficiencies
  • Minimizing employee-management conflicts