Skip to content
All case studies

Business Consulting / Advisory

From Generic Growth Consultant to Family-Business Succession Specialist

How a consultant built an unmistakable niche out of his own experience, and a two-year engagement to match

From a past consulting engagement. The firm is anonymised at the client's request; the situation and the work are as they happened.


There is one credential a competitor cannot buy, copy, or study for, and this man had it. He had lived inside the particular challenge a family business faces when the next generation steps up to lead. Not read about it, not advised on it from a polite distance. He had been through it himself and come out the other side.

None of that appeared anywhere in how he described his work. What he offered the market was "business growth advisory", which is what a great many capable, experienced consultants offer. He could genuinely help a company grow and he had the track record to prove it, and so, apparently, could everyone else. That sameness made him hard to choose, hard to remember, and hard to price.

Good at everything, chosen for nothing

"Business growth consultant" is one of the most crowded and least differentiated descriptions a professional can wear. It signals nothing specific to a prospective client. It doesn't say which problem this person solves better than anyone else, or why he in particular should be trusted with it. Put a dozen growth consultants who all sound alike in front of a buyer and he has no real basis to choose between them, so the decision drifts, or defaults to whoever is cheapest or most familiar. His broad competence, the thing he thought of as his strength, was exactly what kept him invisible.

The instinct in that position is to get better at growth. It is the wrong direction, and I told him so. The way out was never to be better at growth in general. It was to become the obvious choice for one specific, valuable problem. And that problem was already sitting in his own history, unmentioned.

The niche was already in his life

So we planted him in the category he could own with credibility: family business growth, and specifically the moment of generational transition. It was a deliberate narrowing, and it worked because it was authentic rather than clever. The strongest niches almost always come from somewhere in the founder's own life, which is why they hold up under scrutiny.

Think about who is buying. A family promoter weighing up who to trust with something as personal and high-stakes as handing his business to his child is not shopping for a generic growth expert. He wants someone who understands the emotional and structural knot of a family enterprise from the inside, because it is the knot he lies awake over. By naming that as his specialism, the consultant stopped being one of many and became the person whose own story matched the client's problem.

That is where the change actually happened. He moved out of a crowded, undifferentiated category into one he could own outright, anchored in a credential no competitor could copy. The succession challenge handed him a sharp, recognisable buyer and a moment of real urgency to attach to. He was no longer one growth consultant among many; he was the person a family business turns to when it is time to hand over the reins.

Capability and trust run on different clocks

Then the offer had to be built to the real shape of the problem, and this is where a repositioning usually stops too early. Generational succession is not a workshop or a quarter's project. It is a slow, delicate handover of two separate things, capability and trust, and they do not move at the same speed.

Knowing how to drive and being handed the keys are not the same event. Anyone who has sat beside a father in the passenger seat knows the size of the gap between the two, and knows it does not close on the day you pass the test.

So the engagement was designed to run across roughly two years. Over that period the incoming generation learns the actual workings of the business while, just as importantly, earning the confidence of the family members who currently run it. Both halves matter. Technical readiness without the family's trust leaves a successor blocked in his own company; trust without genuine capability leaves the business exposed. Two years is long enough to build both, in sequence and on purpose, rather than hoping they somehow develop on their own.

A defined, multi-stage engagement of that length changed his commercial position as much as the niche did. He stopped chasing the next short project the moment one ended and instead held a deep, sustained relationship with each client: steadier revenue, a far stronger relationship, and the kind of work that naturally produces referrals into other family businesses facing exactly the same transition. A vague promise of "growth" had become a staged path a family could see, understand, and commit to.

Two years is a long thing to ask a client to agree to. It is also how long the handover actually takes.


Recognise your own pipeline here?

The Sales Scorecard tells you how predictable yours really is: three minutes, an honest score, and the one thing to fix first.

Take the Sales Scorecard
Sales ScorecardWhatsAppCall