Advisor Search

Family businesses need advising teams they can trust.

Our family business advisor search can connect you with lawyers, accountants, consultants, insurance experts, and more. Advisors on our list understand the complexities family businesses face and the nuances of navigating family relationships. Whether you’ve just started your family business, are strengthening it, or are preparing for succession, we can help you build a team so you can thrive.

Use our advisor search to find the experts you need, learn where they are located and see which industries they serve. When you click on an advisor, you can learn more about their experience, their affiliation with the Center for Family Enterprise, the size of their company, and more.

Please read our article, “Tips for Hiring a Professional Advisor” as you preview this list.

Name City State Profession
Dave Adams Portland OR Accounting, Tax Preparation, Bookkeeping
David Alexander Portland OR Investment & Financial Advice
Doug Alford Pacific Northwest Marketing & Consulting Services
Amy Apiado Portland OR Accounting, Tax Preparation, Bookkeeping
Peter Arezzini Portland OR Marketing & Consulting Services
Marcia Bagnall Portland OR Marketing & Consulting Services
Jim Baker Portland OR Insurance
Scott Barbur Milwaukie OR Legal Services
Michael Beck Central Point OR Insurance
Darrell Beck Portland OR Marketing & Consulting Services
Deborah Beier Albany OR Marketing & Consulting Services
Greg Bell Portland OR Marketing & Consulting Services
Troy Bennett Medford OR Investment & Financial Advice
Terri Bennink Portland OR Marketing & Consulting Services
Clint Bentz Salem OR Marketing & Consulting Services
Michael Berrevoets Milwaukie OR Accounting, Tax Preparation, Bookkeeping
Don Bielen Pacific Northwest Investment & Financial Advice
Randa Brooks Portland OR Accounting, Tax Preparation, Bookkeeping
Preston Byrd Portland OR Accounting, Tax Preparation, Bookkeeping
Paul Carlson Portland OR
Karen Carnahan Portland OR Marketing & Consulting Services
Lori Cegon Willamette Valley Marketing & Consulting Services
Raymond Cheung Portland OR Accounting, Tax Preparation, Bookkeeping
Dave Chin OR Marketing & Consulting Services
Art Clark Eugene OR Legal Services
Randolph Colson Gresham OR Accounting, Tax Preparation, Bookkeeping
Sherrill Corbett Portland OR Legal Services
Dave Delap Portland OR Accounting, Tax Preparation, Bookkeeping
Brenda Edwards Medford OR Staffing, HR, Talent Acquisition
Tom Fink Portland OR Insurance

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