Verity Management Group

At Verity, we build things

sometimes businesses and neighborhoods,

mostly relationships and bridges between points of view.

Family Advisors

We specialize in helping family businesses owners navigate the unique challenges of becoming world-class while also creating an exceptional family legacy that can span generations.

Along the way, we've learned that long-term preservation of the family and its accumulated capital is dramatically affected by human behavior; how a family acts has a bigger impact than what they own.

 




World Class Businesses

Our clients operate manufacturing, technology, media, service and real estate companies in 6 U.S. States. Our engagements have included:

  • scientific affairs officer; private company
  • operations, private company; revenue >$15 million;
  • operations, private company; revenue >$10 million;
  • M&A advisor, private company; revenue >$8 million;
  • advisor, private company; revenue >$18 million;
  • advisor/board member, family foundation
  • advisor to multiple families on capital preservation strategies



Preparing for the Future

Some would say our company focuses on the "soft" side of business, but that's sort of a misnomer; it's actually really hard.

We help our client families--and their business-- prepare for the future they desire. We start by envisioning options; identifying what's possible and what it takes to get there. Once clients choose a direction, we work to align the operation of the business with their choices.






Soft Side of Business?

While our work often involves operations, valuing or brokering a business, liquidity, cashflow, tax and estate planning, those tactical objectives sit behind much more strategic ones:

  • Learning to work together across time, distance and generations;
  • Making more careful, jointly beneficial decisions;
  • Keeping order and staying within an agreed-upon structure;
  • Dealing effectively with internal family disputes;
  • Enhancing the whole family and furthering long-term preservation of the family's human, intellectual and financial capital.




Purposeful Families

To provide the greatest chance of success, we lead our client families on a purposeful discovery process designed to

  • protect,
  • preserve,
  • stabilize and
  • sustain their family.



Time Tested Tools

With our help, families implement time-tested, adaptive behavior techniques that promote long-term decision-making that aligns with the family's mission and vision.

  • instill values
  • demonstrate hard work
  • avoid materialism
  • delayed gratification
  • giving/philanthropy
  • education (formal & informal)
  • estate planning
  • intentionality
  • family governance



All Businesses Change Hands

When owners consider leaving the business--whether it's by choice or following a crisis--they have numerous concerns.

It takes careful planning and preparation to successfully harvest a business, free up time and create financial freedom while also preserving a legacy and maintaining important relationships.






Customized Plans

Each of our engagements is custom developed to suit the unique circumstances of our client family.

We take the time to learn the family and business dynamics and help align vision and strategy to the family's long-term goals.