Our Process

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We have a four-step process that we use with clients: fact find, analysis, recommendations and implementation We have found that short-circuiting the process and jumping to “the answer” never works. We don’t know the answer unless we go through this 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; and 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 various lenses: family business, entrepreneurial, financial, behavioural and strategic. This results in a clear picture of the issues to be addressed.


This 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 clients on the implementation plan.


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