Advisory Boards

74% OF FAMILY BUSINESSES HAVE BEEN IN BUSINESS FOR 30+ YEARS

Setting up ground rules, discussing values, and involving a third party are all essential to ensure your family business stays viable. Our services are like a GPS for your legacy, making sure you navigate the governance terrain smoothly. Trust us to help you balance family values with business goals, ensuring your enterprise not only survives but thrives. 

At the UNI Family Business Center, we offer tailored solutions designed to address the unique challenges faced by family enterprises. Whether you're a first-generation entrepreneur or overseeing a well-established family business, our experienced team is committed to providing strategic governance frameworks that promote transparency, resilience, and longevity. Let's make your family business journey a breeze!


Board Structures

Boards are an essential tool for every family business, but they're difficult to navigate. Listen in as we discuss different types of boards and how they can benefit your family's business.


Advisory Board Basics

What are the legal differences between an advisory board and a board of directors? We cover best practices for compensation, legal documents they should sign and more.

‌Learn more about boards from the pros

Dan and Kristen work closely with families like yours to reach your interpersonal goals (think: communication, governance and succession planning). Plus, they have the experience and network to get you connected to resources that will help your family in the long run.


E: dan.beenken@uni.edu
P: 319-273-4322


E: kristen.toppin@uni.edu
P: 319-273-5784