Timing is All Relative: Meeting Together

When a family member first calls TD&A we provide a brief overview of our services and the Davidow Interdisciplinary Method ™. We explain that we will meet with you face-to-face only if all family members currently working in the business attend the initial meeting. We help the person who initiated the contact express to the family why he or she called TD&A. We also assess the family's willingness to accept help in order to resolve family and business challenges.

When a professional advisor to a family controlled enterprise contacts TD&A we focus on whether the professional feels comfortable making the referral. We also suggest ways in which the advisor can approach the family about accepting family business consultation. Most often, the professional advisor relays information about TD&A to the family or requests permission from family members for us to contact them. During the initial meeting the referring professional may or may not be present; we leave that decision up to the individual.

Referral fees are never accepted. The same rules of confidentiality apply to both individual and professional referrals.