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Bridge 1
Professionalizing the Family Business
A Workshop Provided By:
Romero Solutions Group Logo

What is Professionalism?

An approach to managing your operating rhythms that is organized, clear and repeatable in order to effectively execute upon your company's big picture objectives.

What are the Benefits?

An organization focused on results


A business sustainable longer-term


Adaptable operating rhythms

Our Workshop



Through our workshop, we interact one-on-one with your family business participants, teaching you how to further "professionalize" your organization, while preserving the company's unique attributes, culture and history.


Areas Covered

Business & admin. functions, practices & processes, financial management, governance structure, organizational effectiveness and health, use of technology, change mgmt., family dynamics and more.


Workshop Segments

Session 1: Overview discussion of your business, cover key concepts of "professionalism" and potential unique considerations in a family business.

Session 2:  A framework approach to determine current state, improvement areas and prioritization.

Session 3: Develop a roadmap to implement improvements while preserving your company's uniqueness.


Workshop Goal

The goal of the course is to help your team increase its effectiveness at executing upon your company's strategy. The ideal audience is family business owners, leaders and managers.



  • 9 hours of total course instruction for your team, broken into 3 sessions

  • Up to 8 of your employees

  • At your office or virtual sessions available



$6,000 flat fee​ (**with huge state grant benefit for MA-based businesses)

Want to Learn More?
Please complete the form below
Romero Solutions Group - Bridge 2
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