PROCESS. NOT PROMISES.

Meet Sandra McNeely

MBA,FFI Fellow

Sandra is the founder and managing director at Abbey Legacy. Sandra facilitates a process that has been linked to higher levels of multi-generational family business success. Key elements of her process include succession planning, owner and multi-generation family meeting facilitation, alignment of management’s strategy with family vision and values and board effectiveness. Her ability to engage owners, the family, management, and the board results in enhanced communication, strong family relationships and keen alignment of owners and management. Her experience as a former CEO and certified financial planner along with her MBA in Finance round out the financial and management skills she brings to family businesses.

What I Specialize In

Succession can be one of the most painful and critical times for a family business. Mostly because every family business is a tangled and complex mix of family, management, and wealth creation.

Strategic

Planning

Succession

Planning

Family

Meeting

Facilitation

Advisory &

Corporate

Board

Implementation

A strategic plan that balances the needs of the family with the needs of the business will both improve operations and minimize risks. Abbey Legacy knows what works best and our proven process will bring the legacy of success to your family business.

Even though nearly 70% of family businesses would like to pass their business on to the next generation, only 30% will actually succeed at making the transition. Too often decisions about who is best suited to take over leading your business can create tension and conflict. It makes families ask: Which is more important – getting along? Or getting ahead? It’s issues like these that are difficult for any family to settle.

A family whose members are on the same page can serve as a major asset to the family-owned business. Family vision and values run deep in the family business.

By its very nature, an advisory board remains outside the fray of your everyday business. They do not participate in the direct management of the business, but instead act as a sounding board, allowing you to express partially defined or tentative views before a group whose sole purpose is to provide advice.

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"From the first day Sandra McNeely walked through the doors of our company, we knew she was just the person who could help us manage today’s challenges while planning for the future. She helped us focus on creating a way forward for the family, the owners, and our companies. We believe her ability to engage everyone in conversation and hold us accountable has been key to our success in transitioning leadership and owners from the first to the second generation."

Darlene Muth, First generation owner and Corporate Secretary

Dick Muth, First generation owner and Chairman of the Board

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