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HARVESTING YOUR POTENTIAL

FAMILY BUSINESS
and
SUCCESSION PLANNING
SPECIALISTS

With a “Goal Based” process which ultimately revolves around the dreams of the family members, we reveal what obstacles might block the way to achieving such dreams. 

Once these needs are recognized, through discussion, the use of technology and various forms of evaluation (on both a business and a personal level), we tailor a plan that fits your family-run business.

We facilitate a 360° view of the family business by bringing together the business owner’s other professional advisors to capture each of their areas of expertise.  By doing so, we can develop contingency planning that will leave no stone unturned.

About

JEFF DAVIES

 

Jeff is not only an advisor to those in family enterprise but is the Successor within his own family’s business. His experience working with his parents and siblings first hand, as well as his extensive training in the field of family business advising since 2005, has provided Jeff with an in-depth understanding of the inter-relational dynamics that surround families in business today. As a member of CAFA and a graduate of the SuccessCare Program, Jeff went on to further his studies when he attained his Family Enterprise Advisor (FEA) designation through the Sauder School of Business, University of British Columbia in 2015. Now, coupled with his training as a Facilitator and Mediator, he is able to work with Family Enterprises in helping them achieve their own goals using their own solutions.

While Jeff is a real advocate for family business members constantly upgrading their wealth of knowledge and skills, he himself strives each year to further his education and remain current in the always changing environment in Family Enterprise. These values were imparted to Jeff through his time working with his Father and through the leadership he provided over the years. It is these values that he endeavors to nurture and cultivate from his own clientele while determining what really matters to the family and how they are driven daily by these forces.

 

LEN DAVIES

Len Davies is a family business continuity planner who for the last 17 years has helped farmers throughout Ontario, and the Maritimes complete their business continuity plans. Len also has experience as a primary producer in Kent County as a cash cropper.

Len is a firm believer in lifelong learning which has earned him numerous designations. Most recently, Len graduated from the Institute of Family Enterprise at the Sauder School of Business, University of British Columbia. Len is also a founding member of the Canadian Association of Farm Advisors in Ontario as well as a member of Farm Management Canada. Len also has designations as a Certified Financial Planner, Chartered Life Underwriter and Certified Divorce Financial Analyst.

He also has extensive experience in Human Resources before he retired from Agricorp. As Agricorp’s Field Operations Manager, Len managed directly as well as indirectly, four hundred of the corporation’s field staff. This experience has enabled him to guide his clients through an 8-step process allowing them to develop an action plan that ensures their business continues to the next generation. The 8-step process addresses the three components of a business continuity plan; Family, Management and Ownership. Using the 3-circle model, the process focuses ideally, on the areas where these 3 components overlap. As a team player, Len uses other professionals in his planning process such as a Family Facilitator, Lenders, Accountants and Lawyers. By doing so, he has assured his clients attain the best advice possible to continue their family farm for many more generations.

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