Family Business Consulting
Because business doesn't happen in a vacuum—it happens in families.
When family and business intersect, the dynamics can be powerful—and complex. Dr. Terri Finney's Family Business Consulting helps families navigate the emotional, relational, and strategic challenges that arise when love, legacy, and leadership share the same table.
Our Approach to Family Dynamics
Every family business carries more than a balance sheet. It carries stories, roles, expectations, and unspoken agreements. These invisible dynamics often have more impact than any formal plan.
Our consulting approach is grounded in psychology and informed by experience. We work with families to clarify roles, manage conflict, and build strategies for sustainable, cross-generational success.
Family Relationship Mapping
Identify the patterns, expectations, and emotional undercurrents that shape communication and decision-making.
Succession Planning
Support generational transitions with clarity, fairness, and alignment—honoring both the legacy and the future.
Roles & Boundaries
Help each family member find the right seat at the table, based on strengths, values, and business needs.
Decision-Making Frameworks
Develop practical systems that balance personal relationships with sound business strategy.
How It All Works
Family systems are as unique as the people in them. Our process is structured, but flexible—allowing for real progress in a respectful and collaborative way.
Family System Assessment
We begin by understanding your family dynamics, business structure, communication styles, and leadership landscape.
Goal Setting & Alignment
Together, we identify shared goals, define desired roles, and address points of tension or confusion.
Facilitated Sessions
Through structured conversations, group facilitation, and one-on-one meetings, we work toward healthier relationships and better business decisions.
Client Voices
"I had the pleasure of working with Terri on one of our family business clients. She has a talent for communicating in a practical manner and stays on point with her message. She is courageous, not afraid to ask the tough questions and has a good understanding of what we're trying to accomplish. She is an excellent collaborator and I would definitely like to work with her again in the near future!"
Larry Hause•Hause Family Business Transitions
"Terri has a deep passion and innate wisdom in helping individuals and organizations reach their full potential. Her expertise in assessment, communication, and coaching contribute to healthy team dynamics. Most importantly she is easy to work with and interfaces well with other advisors."
Courtney Pullen•President, Pullen Consulting Group
"Terri has helped me make one of the most difficult decisions in my professional career thus far. She has helped me become a more effective leader and helped me truly understand and appreciate my worth. As we navigate this next step together, I have the utmost confidence that Terri will help guide me to make a decision on what to do next and know that I will thrive."
Megan Howell•C-Suite Accounting Executive
"Dr Finney and I have worked together for two years. She helped me craft a detailed plan for how to define and achieve my true goals and ambitions in the next stage of my career. She helped me face tough challenges and release myself from thought patterns and behavior that were holding me back. She approached our journey from a place of deep care and compassion, while holding me accountable all along the way."
Dave Singer•Chief Financial Officer at VC firm
