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 Professionsort descending
Jim Hutcheson Dallas TX Marketing & Consulting Services
Steve Lytle Scottsdale AZ Marketing & Consulting Services
Doug Alford Pacific Northwest Marketing & Consulting Services
Mark Wickman McMinnville OR Marketing & Consulting Services
Peter Arezzini Portland OR Marketing & Consulting Services
Bill Zipp Corvallis OR Marketing & Consulting Services
Clint Bentz Salem OR Marketing & Consulting Services
Marcia Bagnall Portland OR Marketing & Consulting Services
Stephen Garner West Linn OR Marketing & Consulting Services
Jean Meeks-Koch Mt. Pleasant SC Marketing & Consulting Services
Jeff Jimerson Corvallis OR Marketing & Consulting Services
Marsia Gunter Portland OR Marketing & Consulting Services
Deborah Beier Albany OR Marketing & Consulting Services
Terri Bennink Portland OR Marketing & Consulting Services
Dave Chin OR Marketing & Consulting Services
Lori Cegon Willamette Valley Marketing & Consulting Services
Greg Bell Portland OR Marketing & Consulting Services
Brian Gundell Oregon City OR Marketing & Consulting Services
Eugene Wallace Aurora OR Marketing & Consulting Services
Mark Green Salem OR Marketing & Consulting Services
Darrell Beck Portland OR Marketing & Consulting Services
Griff Lindell Woodburn OR Marketing & Consulting Services
Gary Furr Portland OR Marketing & Consulting Services
Karen Carnahan Portland OR Marketing & Consulting Services
Brenda Edwards Medford OR Staffing, HR, Talent Acquisition
Matt Katzer Lake Oswego OR Technology Consulting

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