Our Process


We have a four-step process that we use with clients: fact find, analysis, recommendation, and implementation. We have found that short-circuiting the process and jumping to the answer never works. We learn the answer by going through the process.

Fact Find

The starting point is to gain a clear understanding of the issues involved. We conduct an in-depth discovery process through the following: interviews with key leaders and stakeholders; questionnaires; assessments; corporate, legal and financial documents; material contracts; organizational structure; and job descriptions.


All of the information that has been assembled is then analyzed to identify the core issues to be addressed. The information is analyzed through looking at various areas such as family business, entrepreneurship, finances, behaviours, and strategies. This results in a clear picture of the issues to be addressed.


The analysis will then lead to a series of recommendations to meet the objectives identified at the outset of the process. These recommendations deal with corporate structuring, strategies, priorities, staffing issues, transition, and how to transition successfully. ELO reviews the recommendations with the clients, tweaks as necessary and appropriate, and then agrees on which ones to proceed with.


A distinguishing feature of the ELO process is the presentation of an implementation plan, in phases, and with a timeline. Each recommendation has its own specific implementation plan in terms of people responsible, resources required and steps to be taken. ELO works with you to implement the plan.


As a thought leader in the field of working with family business owners, we have written many blogs. Click HERE to view all ELO Counsel related blog posts.