Building Bridges for the Generations

The Bergey Group applies our family business system with expertise and sound counsel to transform family businesses into organizations that successfully transition through the generations.  This system honors family shareholder commitments and relationships.  The family business system addresses organizational needs as related to corporate governance, policies, charters and individual leadership development plans.

Our Family Business Advisors understand family ownership.  They currently are, or have been, owners in a family business.  Our Family Business Advisors are supported with the expertise of professionals as needed to provide your Family Business Plan.

We work with integrity
and transparency.

The measurement of our success
is your success!

Services

• Family Business History as Relates to
    Values and Vision
• Family Genealogy
• Executive Summary of Current Status
• Current Parties Status
• Diversity Documentation
• Family Ownership Expectations
• Stakeholder Expectations
• Individual Leadership Developments
    Plans
• Position Descriptions
• Biographies
• Career Planning Inventory
• Ownership and Succession Planning
    Policy
• Family Foundation and Donation Policy
• Capitalization and Dividend Policy
• Investment Policy
• Code of Ethics
• Family Employment Code of Conduct
    Policy
• Family Conflict Management Policy
• Family Council, Family Foundation and
    Board of Directors Charters
• Compensation and Management
    Development Committee Charter
• Corporate Governance and Committee
    Charter
• Audit Committee Charter
• Enterprise Risk Management Committee
    Charter
• Shareholder Charter
• Ownership Percentage Table
• Legal Implementation Timeline