EXCELSIOR CAPITAL PRESENTS

How Private Businesses Prepare for a Demographic Shift

Greg Romero is a management consultant and the Founder and Principal of Romero Solutions Group.
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Podcast: How Private Businesses Prepare for a Demographic Shift

Greg Romero is a management consultant and the Founder and Principal of Romero Solutions Group. Greg helps small to mid-sized family businesses ($2-$50mm in revenue) with longer-term planning, specific strategic needs (e.g., profitability, business operating model redesign, growth, exit/transition preparation), and more tactical problem-solving.

Key Highlights

[00:01 – 14:54] Private Businesses on Preparing for a Demographic Shift

  • Greg discusses his work as a management consultant helping family businesses with their needs
  • Having a family therapist in order to avoid intergenerational conflict
  • How the shift in demographics created pressure on private businesses to sell 

[14:55 – 31:55] Family Business Leaders Should Know Their Options

  • Preparing for the transition of family businesses selling or exiting their businesses
  • Companies must constantly evolve their mission and goals to keep up with their competitors
  • Readiness for external pressures includes company history, values, governance, culture, and non-financial elements

[31:56 – 33:26] Closing Segment

 Links Mentioned:

Website: https://www.romerosolutionsgroup.com/ 

Brian’s Linkedin: https://www.linkedin.com/in/brian-c-adams/ 

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