A Trusted Guide to Family Business

  • Author of Top Publications on Family Business Leadership
  • Over 30 Years of Family Business Advisory Experience
  • Member of a multi-generation family business 

Meet Mike O'Malley

Counselor & Founder

Michael J. O’Malley is a counselor to family business. Over the last 35 years, Mike has consulted with businesses ranging from a corner bookstore to a billion dollar development firm. He is the creator of Emotional Due Diligence, a tool for assessing the risks of relationship and cultural clashes in mergers and acquisitions. Mike speaks passionately and writes extensively on issues of family business, entrepreneurship, and emotional systems.

As part of his consulting, Mike has created a series of texts that reach the emotional side of business. The world is full of business books, but there are very few resources that offer help for the emotional challenges that always–always–lie at the center of business.

Meet Paul Bernhard, JD, CPA

Family Business Advisor

Paul is a seasoned family business advisor with over 30 years of experience guiding family-owned enterprises through critical transitions. 

He holds the rare combination of a law degree and an accounting degree, providing him with comprehensive insight into both the financial complexities and legal intricacies that family businesses face. 

Over the decades, Paul has worked with a diverse range of family businesses from first-generation entrepreneurs to multi-generational companies, always with the goal of sustaining the family legacy and business growth across generations. 

Paul is a retired partner of Plante and Moran, PLLC.

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