Anton LeMieux Financial Group has an expertise serving the needs of family-owned businesses. Consulting to family-owned businesses requires special skills and techniques not usually required when working with traditional business clients. At the beginning of any engagement with this special client segment, we gain in-depth knowledge of the history of the business, family dynamics and interactions among family members. As a result of our thorough understanding of family-related issues, we are able to not only help a family determine what to do, but also assist in getting all family members to accept the plan and assure its smooth implementation.

We help family-business owners address:

• Estate planning
• Asset management (corporate and personal)
• Corporate retirement plan analysis and review
• Compensation analysis and design
• Strategic planning
• Succession planning
• Generational, sibling and/or gender concerns
• Health, disability and employee insurance reviews

Jane Hilburt-Davis, one of the leaders in family firm work, uses the Change Equation to reveal the forces involved in change in any organization but especially in working with family-owned businesses.

C=DVF>R

Where C= Change; D= Dissatisfaction with the current situation; V= a clear Vision of the desired outcome; F= the First steps needed to get to the vision and R= the existing Resistance.

When Dissatisfaction times Vision times First Steps are greater than Resistance, Change will occur.

We help owners of family businesses:

• clarify any areas of dissatisfaction
• develop the clear vision needed to move forward
• identify the first steps needed for change
• build a case that overcomes the inevitable resistance to change

Investment advisory services may be offered through Commonwealth Financial Network, a registered investment adviser, and/or Anton LeMieux Financial Group, a registered investment adviser.