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EDISON ADVISORY · BUILD

Governance

Clear rules for how owners, leaders and family members make decisions together.

TALK WITH A BUSINESS ADVISORSPEAK WITH AN ADVISOR

WHAT IT ACCOMPLISHES

Clear rules for how owners, leaders and family members make decisions together.

Governance is the set of agreements that decide who decides. Good governance documents prevent conflict, make leadership transitions possible and give a business or family enterprise continuity beyond any one person.

THE CONTINUITY MODEL · BUILD

Have you created the right foundation?

WHAT THE WORK TYPICALLY COVERS

  • Operating, shareholder and partnership agreements
  • Boards, advisory boards and decision rights
  • Family enterprise governance structures
  • Policies for ownership, employment and distributions

GO DEEPER

  • Generational Wealth PlanningDevelop strategies for preserving, managing, and transferring wealth from one generation to the next.
  • Business AdvisoryPractical legal counsel for business owners and entrepreneurs, and planning for what comes next.

WHO THIS IS FOR

People, not legal categories.

Business Owners

“I’m growing my business”

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Family Enterprises

“I’m preparing the next generation”

Explore

EDISON ADVISORY

Strategic guidance beyond the practice of law.

WHAT HAPPENS NEXT

You should never wonder what happens after you reach out.

  1. 01

    A brief introductory conversation

    A short call with our intake team to understand what is happening and what you are trying to accomplish.

  2. 02

    Your planning consultation

    A planning consultation with the attorney or advisor best suited to your situation.

  3. 03

    Your options, explained

    A clear explanation of the options available to you and our recommended path forward.

  4. 04

    Scope, fees, and a start

    If we’re the right fit, we outline the scope of work, discuss fees, and begin implementation.

NOT READY TO TALK YET?

Learn first. Education builds trust.

STAY CONNECTED

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Planning updates and new articles, written to help you make better decisions. If you follow Edison for six months without becoming a client, you should still feel better informed than when you started.

NEXT STEP

Clear rules for how owners, leaders and family members make decisions together.

Every family, every business, and every generation will face defining moments. Whether you’re planning ahead or responding to an unexpected challenge, we’re here to help you move forward with confidence.

TALK WITH A BUSINESS ADVISOR