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Bridge 1
Professionalizing the Family Business
A Workshop Provided By:
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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?

Improved longer-term business sustainability


A more adaptable & nimble organization


Better focus on results


A healthier culture

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 during our 3 sessions 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​ (**full refund likely for Massachusetts W2 employers)

Let's Chat
Schedule a Few Minutes with Greg

Schedule a few minutes with Greg Romero to:

  • Chat about the workshop further 

  • Ask any questions 

  • Learn how we tailor each workshop based on your need

  • Hear more about the MA state funding opportunity and your eligibility

Romero Solutions Group - Bridge 2
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