Advisory Boards

Specialist Advisory Board Programme for Family Business Owners

Growth, succession, and complex decision-making can be challenging for family-owned businesses—often requiring fresh, external insights. Our Specialist Advisory Board Programme is designed specifically for family business owners to provide expert guidance and strategic support for long-term success.

Facing big decisions? Looking for an outside perspective?

This unique programme connects you with experienced business leaders from both family and non-family enterprises, offering a non-executive director-style board without the formal obligations. These advisors understand the nuances of family business dynamics and provide practical, actionable support.

What to Expect

Over twelve months, you’ll gain valuable knowledge and counsel from your advisory board. Whether planning for growth, succession, or facing critical decisions, the programme provides:

  • Strategic Guidance: Advisors help refine goals, evaluate opportunities, and guide growth strategies.
  • A Trusted Sounding Board: A confidential, understanding space to discuss your challenges and ideas.

The Specialist Advisory Board Programme empowers family business owners to make confident, future-focused decisions—supporting both family values and business resilience for lasting success.

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How Our Advisory Boards Work

  1. About the Advisory Board Programme
    The board meets quarterly to review business progress, address specific challenges, and deepen understanding of the family business, providing owners with immediate and strategic insights.
  2. Formation of Board Groups
    Each board includes up to five leaders from diverse industries, ensuring a range of expertise and perspectives. Members bring experience from executive and governance roles to offer relevant, practical advice.
  3. Identification of Group Chairs
    One board member is appointed chair to guide discussions and offer feedback. The chair role can rotate if the group prefers, allowing varied leadership styles in meetings.
  4. Meeting Venues and Times
    Three meetings are online, with one onsite at the family business, giving board members direct insight into its operations and environment.
  5. Administrative Support and Coordination
    Our team provides logistical support, manages agenda circulation, and produces formal minutes, ensuring smooth, productive sessions.
  6. Assignment of Businesses
    Open to family businesses seeking strategic guidance, particularly those without a formal board structure, to gain value from an advisory experience.
  7. Board Reports
    Before each meeting, participants submit a short report with key metrics and a specific challenge, circulated one week in advance for a focused discussion.

This structured approach creates impactful, customized sessions that support family business growth and success.

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“The Advisory Boards were a superb opportunity to get joined-up thinking across the whole of our business over a 12-month period. Through this strategic level of support, we’ll be able to make some real changes and grow our business“
Helen Tonks, Hydraulics Online
“Participating in the programme was a great way for us to sample how an external influence at board level could benefit our business. The board members were knowledgeable specialists in their field but above all friendly and very supportive. We went on to appoint a NED once the programme was over “
Tom Mathew, Dunsters Farm
“The Advisory Board was a hugely valuable experience for us. As a relatively small family business, it provided us with considered views from experts outside of our company, who could provide an objective and pragmatic view on the challenges that we were facing. It was very reassuring to know that we weren’t on our own, that our challenges weren’t dissimilar to those around the virtual table had faced in the past and that there were solutions.“
Jennifer Hollingshead, First Trace Heating Direct & Snug Underfloor Heating