We Help Family
Businesses
Prosper

Practical Strategies to Help You
Overcome Challenges, Grow
Your Business, and Transition When Ready

We Help Family
Businesses
Prosper

Practical Strategies to Help You
Overcome Challenges, Grow
Your Business, and Transition When Ready

Family Business is Hard.
We Make it Easier.

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All businesses need to make a profit, increase value for their shareholders, manage their employees and make sure they stay relevant in an ever-changing world.

What makes family businesses different are the relationships between family members.

Family businesses have a wide spectrum of emotions – from trust, love, and affection – to resentment, jealousy, and rivalry.

So, when you seek outside help, you need to find an advisor that knows and understands this so they can help deal with issues through that lens.

At Ferguson Alliance, we specialize in helping family businesses.

Free Family Business Succession Guide and Checklist

Many owners are surprised that a succession plan touches almost every part of the business and the family.

In this e-book, we outline everything you need to create a succession plan that sets your family up for generations.

  • A breakdown of the 3 separate transitions you need to plan for:
    • Succession of wealth
    • Succession of ownership
    • Succession of leadership
  • A full checklist of everything you need to do and prepare
  • Explanations of the process and definitions of common succession planning terms
  • Answers to frequently asked questions about succession planning

If you're struggling to create a succession plan or wondering where to start, we created this guide for you.

Enter your email address below and we'll send you a copy.

~ Rob

Click the link below to book a complimentary
30-minute call with one of our advisors. We
look forward to connecting with you!

Click the link below to book a complimentary 30-minute call with one of our advisors. We look forward to connecting with you!

  • Randy3

    Randy Gilde,
    Delray Plants

  • Randy3

    Randy Gilde,
    Delray Plants

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Rob helped our company make a tremendous turnaround

I especially valued having someone to talk to who understood my industry. Rob was helpful for bouncing ideas and asking me questions to make me think instead of just giving me the answers.

Rob is gifted in communication skills, relationships, and business – and he’s not just “book smart” – he has experience running a $200 million company with 1,000s of employees.

Without Rob to help us overcome our weaknesses, the value of our 50-year-old company would have suffered.

  • Alison Moss Comstock, Comstock Partners

    Alison Moss Comstock,
    Comstock Partners

  • Alison Moss Comstock, Comstock Partners

    Alison Moss Comstock,
    Comstock Partners

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Rob’s your guy if you have a family in conflict and you want to save the business

He can quickly get to the root cause of disruption in a family owned business. He brings focus to what should be driving decision making – often with his very first question: do you want to be a business first family or a family first business?

Rob is even-keeled when things get tough, or a situation is difficult. He always has the client’s best interests at heart, and he offers a calm and comforting presence. This work is personal to Rob, you’re not just a transaction, the relationship matters to him.

Meet The Team

BRANDI MAREK

Senior Family Business Advisor

JIM DUMLER

Family Business Advisor

Jan Southern

Family Business Advisor

PRICE FERGUSON

Business Development Associate

JAY ROSEN

Family Business Advisor

SCOTT WHEELOCK

Family Business Advisor

Jennifer Cortes

JENNIFER CORTES

Executive Assistant

JENNIFER CORTES

Executive
Assistant

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