Schwartzman GlobalFAMILY BUSINESS ADVISORY

Owners · Families · Leaders

A stronger business.
More options for your future.

We connect strategy, people and operations so your business depends less on you and is better prepared to grow, delegate, transition or prepare for sale.

An integrated perspective

The business and the owner’s life are not separate conversations.

We work with owners, business families and executive teams to build capability, strengthen decisions and prepare for the next chapter. We start with what you want to achieve and translate it into priorities, responsibilities and action.

Our practices / 02

Seven perspectives.
One shared direction.

Explore each area. We shape the scope around your situation, rather than a rigid service package.

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More options for the owner, through preparation and an orderly transition.

  • Owner-dependency and transferability assessment
  • Personal and professional planning for the owner’s exit
  • Delegation of responsibilities, decisions and key relationships
  • Preparing the business for a partial or full sale
  • Identifying risks that may affect a transaction
  • Organizing information and preparing for buyer review
  • Coordination with financial, legal and tax specialists
  • Support through the post-exit transition
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Capable leaders today. A next generation prepared for tomorrow.

  • Leadership and executive-team development
  • Delegation, communication, feedback and accountability
  • Training and coaching for managers and directors
  • Preparing and integrating the next generation
  • Individual development plans and mentoring
  • Key-role succession and preparation of a future CEO
  • Alignment between family and non-family leaders
  • Organizational culture and cross-functional collaboration
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Consistent operations that do not depend on a single individual.

  • Mapping and improving critical processes
  • Operating manuals, procedures and training videos
  • Clear roles, responsibilities and decision authority
  • Decision protocols and issue escalation
  • Consistent customer experience
  • Operational indicators and review routines
  • Knowledge transfer from key people
  • Continuity plans and essential-information backups
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Clear information for decisions, stronger margins and focused growth.

  • External financial leadership or fractional CFO
  • Cash flow, budgeting and forecasting
  • Profitability analysis by product, service or customer
  • Pricing, discounts and margin review
  • Financial dashboards and management reporting
  • Information preparation for financing or investment
  • Sales-process assessment and improvement
  • CRM implementation and opportunity tracking
  • Fractional sales leadership and sales-team development
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Practical technology to reduce manual work and support autonomy.

  • Digitalization and AI opportunity assessment
  • Automation of repetitive processes
  • AI pilot design and implementation
  • Organization of and secure access to company knowledge
  • Evaluation and phased implementation of CRM or ERP tools
  • AI training for leaders and teams
  • Human oversight and responsible data-use guidelines
  • Coordination with cybersecurity and digital-continuity specialists
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Family alignment and the discipline to turn decisions into action.

  • Facilitated conversations among owners and family members
  • Establishing or strengthening a family council
  • Advisory-board design and support
  • Clarity across owner, board-member and executive roles
  • Family participation and employment policies
  • Family preparation for succession or sale decisions
  • Strategic planning and 90-day priorities
  • External execution office: owners, indicators and follow-through
  • Coordination with legal, tax and wealth advisers
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Practices for meeting the demands of business more sustainably.

  • Priorities, workload and boundaries
  • Recovery habits and owner self-care
  • Leadership and communication under pressure
  • Attention practices and everyday stress management
  • Executive-team wellbeing and working habits
  • Balancing family, ownership and business roles
  • Owner identity and purpose through transition
  • Workshops on sleep, nutrition, movement or emotional health with qualified professionals
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A starting point

Could your business run for 30 days without you?

Identify where the business still depends on you and what to strengthen first. The assessment has 7 questions and takes about 2 minutes.

Start the assessment →

An indicative self-assessment based on your answers. Not a valuation, audit or professional diagnosis.

Our approach / 03

From conversation to execution.

01

Assessment

Understand the situation, identify priorities and define a path.

02

Implementation

Work toward a defined outcome with deliverables, responsibilities and progress criteria.

03

Ongoing advisory

Follow through on the plan, develop leaders and coordinate specialists.

04

Programs and workshops

Online learning for owners, family members and teams.

A primarily online model: interviews, asynchronous work, workshops and follow-through. Where the situation calls for it, in-person work is defined within the agreed scope.

International team / 04

Different disciplines.
A whole-business perspective.

Our international, interdisciplinary approach connects advisory, leadership development, operations, finance, technology and wellbeing. We coordinate our team and external specialists around each project’s needs.

Led by Arie Schwartzman, we combine the owner’s perspective with the work of professionals across disciplines. Specialist roles, availability and scope are confirmed for each engagement.

Regulated or clinical matters belong with qualified professionals in the applicable jurisdiction.

Your next chapter / 05

What would you like to be different?

Tell us what still depends on you, what your family wants to achieve and what your team needs to move forward.

Start a conversation →

programs@schwartzmanglobal.com · Opens your email application.

Scope of services

Schwartzman Global provides consulting, education and coaching services. These services do not replace medical, psychological, legal, tax or accounting advice. Each client should consult qualified professionals for their circumstances and jurisdiction.

Schwartzman Global does not carry out business purchase or sale transactions. Each client is free to choose the intermediary or professional they consider most suitable to carry out any transaction.

External specialist services are provided under the scope and terms agreed with each professional or firm.