Succession Planning

Cathy Carroll is a leadership coach dedicated to helping family business leaders thrive. She draws on her experience leading her father’s business, as well as two decades of corporate leadership at United Airlines, Sabre Inc., and Hewitt Associates in her coaching work. A third-generation descendant of her grandfather’s business, she also taps into her experiences navigating complex family dynamics over generations.

With her strength in polarity thinking, she supports her clients to lead in an ever-more complex world, integrating their heads and their hearts, to serve the needs of both the business and the family simultaneously. Her book, Hug of War: How to Lead a Family Business With both Love and Logic helps leaders discover their own path to doing the same.

Anne is an experienced executive coach, mediator and organization development professional dedicated to walking alongside families in business as they engage in the most challenging aspects of communication and meeting needs, both their own and those of the whole. Herself the product of a dynamic and successful family-owned business, Anne is a scholar-practitioner drawing on personal experience, formal credentials and powerful work with trusted clients.

A valued partner to folks at various levels throughout the system, she is able to establish rapport and build trust in a way that allows for safety to increase so that the uncertainty accompanying change can be explored more directly.

Through gentle probing and keen insights, Anne is able to increase confidence, awareness and an openness towards a new way. This positioning allows the work of Tandem Partners to move toward greater cultural transformation and leadership development, continuity and stronger sense of self and other.

One of the most respected strategic advisors in the mid-Atlantic, Ann Quinn helps growth companies, privately held businesses and nonprofit organizations set strategy, conduct business planning, navigate transition, and perform organizational design in response to a changing marketplace.

Ann has spent most of her career working with organizations that are facing the challenges of developing and implementing an organizational strategy, building organizational capacity, delivering mission and services, facing a funding event or exit of the business, or expanding new and existing service lines. She works with the management team and board of directors to develop processes and a framework to facilitate communication, accountability, and transparency. In addition, she has devised executable business strategies that attracted outside funding and generated revenues, profits, and continued growth going forward.

Ann brings real-world experience and a pragmatic process to guide organizations as they understand where they are, where they want to go and how to get there.

Amie Post is awe struck by how people and organizations can move forward from challenge and upset with capacity, conviction, and courage. She combines her rich experience as a teacher, sports coach, non-profit leader and therapist with extensive training and study of Bowen Family Systems Theory to help leaders see the relationship system more clearly and take strategic steps toward more mature functioning within it.

As an experienced teacher and mentor, Amie has a keen ability to help others see the relationship systems influencing individual functioning over time. Fueled by an insatiable curiosity, Amie’s learning sessions help folks understand and appreciate the complexity of relationship systems, the impact of anxiety and the possibility of more mature functioning through the lens of Bowen Family Systems Theory.

Amie’s years of study and research of complex relationship systems and individual functioning help leaders get beyond the unresolved emotional processes and move toward meaningful and mature connection and capacity.

Margaret Wilson is an experienced leadership coach and organization development professional dedicated to guiding families in business toward success across the generations. Drawing on practical business experience and formal education in the behavioral sciences, Margaret believes the success of a family business extends beyond individual interests to impact other families and communities.

As a trusted advisor to founders and senior leaders, Margaret specializes in developing leadership capacity and navigating the interconnected domains of family, business, and ownership. Her collaborative approach helps business families achieve continuity while strengthening the relationships at the heart of the enterprise.

Since the early years of her career, Margaret has been a catalyst for change and compassionate advocate for leaders and organizations experiencing significant transition. Beyond her role at Tandem Partners, she is a respected author, teacher, and industry leader, actively contributing to boards and committees while serving as a mentor to aspiring professionals.

For families in business, success is not just measured in fiscal years, but over generations. Yet often, leaders are so focused on the day-to-day that they aren’t able to step back and focus on the issues that impact long-term sustainability. We help leadership teams assess where they are now, where they’re trying to go and how they’re going to get there. Our expertise in the areas of organizational strategy, structure, process and performance is a unique feature of our work, and integral to our transition management approach.

• Integrated planning for business and family
• Alignment of family values and business culture
• Stakeholder alignment on business strategy and investment
• Assessment of strategic potential and current opportunities

When it comes to developing leaders and teams, one size does not fit all. Your business is unique, and has specific strategies and capabilities that drive it forward. We help you identify and develop the specific leadership competencies that make you who you are as an organization and who you’d like to be. We work with leadership teams on the real issues they’re facing now, helping them to see more, be more, do more and lead more effectively, together.

• Leadership culture surveys
• Individual and team coaching
• Coach training for managers
• Meeting and retreat facilitation