:quality(80))
Why now? – Because family businesses need more than just standard consulting
The transformation in family businesses is palpable: ownership circles are expanding, succession issues are becoming more pressing, and the number of conflicts is rising. Nearly 80% of entrepreneurial families would like to have a structured family constitution—but only about one-third actually have one. This gap is not just a shortfall—it represents clear potential for consultants serving family businesses.
After all, entrepreneurial families need not just specialized individual advice, but integrated, strategic guidance. Anyone who wants to advise them must not only know how a business works, but above all: how money, power, love, and happiness interact within this context.
Without expertise in the area of ownership and succession strategy, consulting for family businesses often remains fragmented and may be only partially effective. Especially when it comes to leadership succession, equitable distribution of ownership shares, shareholder roles, or emotionally charged conflicts, consultants are needed who possess substance, structure—and integrity.
The Advanced Training Program for Owner Strategy and Succession Consultants: A Qualification Leap with Impact
This advanced training program creates a new consulting profile: It empowers participants to guide entrepreneurial families through challenging clarification and decision-making processes. Not as a facilitator or technical consultant—but as a structuring sparring partner and advisor. What makes this qualification so relevant: It combines technical depth, process-oriented methodology, and personal effectiveness—at a time when companies and families need both clarity and cohesion.
Three Dimensions of Excellence in Owner Strategy Competence
1. Substantive Expertise—the Foundation of Viable Ownership and Succession Strategies
Advising entrepreneurial families requires specific expertise. The training program provides in-depth knowledge of:
Structural models specific to family businesses and entrepreneurial families
Ownership strategy and succession-related models
Fundamentals of family business governance and family constitutions
Relevant aspects of corporate, inheritance, and tax law
Communication and conflict dynamics in a multigenerational context
Only those who possess this knowledge can provide advice that goes beyond standard solutions—and enable genuine development.
2. Process Experience—From the Initial Consultation to Implementation
Ownership strategy and succession strategy are not products, but processes: sensitive, dynamic, and multidimensional. This training covers:
Designing effective advisory processes with shareholders from different generations
Managing clarification and decision-making processes while involving all stakeholders
Handling emotionally challenging situations and intra-family tensions
Coordinating interdisciplinary collaboration (with lawyers, tax advisors, coaches, etc.)
Support beyond the agreement—through to implementation and behavioral change
Anyone who wants to effectively support entrepreneurial families must think in terms of processes—not individual measures.
3. The Art of Consulting—Attitude, Language, Presence
Good consulting begins with the ability to listen—and ends with the skill to facilitate decisions. This training program strengthens:
Confident communication, even in high-pressure conversations
Dealing with issues such as fairness, exclusion, and loyalty
Clarity in one’s own professional standpoint—with respect and appreciation
Sincerity in difficult moments—without jeopardizing the relationship
Humor as a resource when words alone are no longer enough
Advising entrepreneurial families involves shaping relationships under pressure. It requires personal maturity—and methodological confidence.
Who is this training for?
This program is designed for consultants who work with or wish to work with entrepreneurial families—such as:
Coaches, mediators, supervisors
Tax advisors, attorneys, financial advisors
Restructuring and strategy consultants
Organizational developers, family foundation advisors, or family office representatives
As well as family managers, advisory board members, and CEOs of family-owned businesses who wish to guide their entrepreneurial family in developing ownership and succession strategies
No prior legal knowledge is required; rather, participants should have experience working with people, an interest in structure—and a willingness to grow into a challenging consulting role.
What Makes This Training Program Special
Practical learning with real-world cases
Case discussions, supervision, and peer exchange
A growing network of consultants with integrity
A certified credential with market recognition
Ongoing support even after the training—through peer groups and specialized forums
Conclusion: Anyone who truly wants to advise family businesses needs an owner strategy
Consulting on an equal footing means taking responsibility: for processes, structures, strategies, relationships—and for what isn’t immediately visible in entrepreneurial families.
The training program to become an owner strategy and succession consultant is more than just a professional development opportunity. It is a space for growth for consultants who want to work with substance and confidence—and who are looking to build a sustainable network. At a time when entrepreneurial families need new solutions, a new consulting profile is emerging here. And a new commitment to quality.
Learn more about the training program, with the second cohort starting in September 2025, at: www.inhaber-strategie.de
