Board Advisory

Core Services - Board Effectiveness

Core Services

The core services center around building and continuously improving effective board practices. Our belief is that a strong board and CEO partnership is essential to the long-term success of the enterprise.

Board Structures & Practices

  • Creating and building an effective board

  • Evolving accountability and oversight based on best practices

(with a focus on family-owned businesses)

Board Evaluations

  • Overall board effectiveness evaluation

  • Individual director reviews (including committee chairs, lead independent director/non-executive director chair)

Board Composition

  • Board candidate profiles and board makeup—inventory of skills, backgrounds, diversity, tenure, etc. 

  • Profiles of desired candidates (2-3 years out)

CEO Evaluation & Succession

  • CEO “360” leadership evaluation

  • CEO succession criteria

Customized services can be designed depending on the needs of the board and the company