Business Consultant Services Focusing on Family Foundations

Biography

Drew Mendoza, is the managing principal of The Family Business Consulting Group, Inc®.

Mendoza specializes in working with adult sibling and cousin teams of family business owners/managers and larger shareholder groups. A public speaker and columnist on family business matters, he has appeared on PBS, CNN, CNBC the local Chicago television networks and National Public Radio’s Marketplace; has been quoted in the Philadelphia Enquirer, New York Newsday, Chicago Tribune and Crain=s Chicago Business; and is published in the Family Business Review, Family Business Advisor, Family Business Magazine and Current Research on Occupations and Professions and Nation=s Business. He is co-author of the book Making Sibling Teams Work: The Next Generation. He has presented both internationally and throughout the United States to universities, trade associations, and professional service organizations. Mr. Mendoza provided expert testimony to the U.S. Senate Finance Committee on the impact of estate and gift taxes on family firms.

Mendoza is a former member of the Family Firm Institute board of directors and a past associate editor of the Family Business Review, the only academic journal which focuses entirely on family business matters. He served on the Trusts and Estates Advisory Board Committee of Trusts and Estates Magazine. Drew was the founding director of the Loyola University Chicago Family Business Center, recognized as a leading think tank on issues unique to business-owning families.

Mendoza came to the field of family business having worked as a real estate economist developing strategic planning and expansion strategies for businesses ranging from retail and manufacturing to the restaurant industry.

A graduate cum laude (B.S.W.) of the State University of New York at Buffalo, Mendoza completed his graduate studies at the University of Chicago with concentration in planning, urban economics and family systems. Drew resides in Chicago with his wife, Eloise, and their son and daughter.

Testimonials

"You did another great job at our family business presentation in Las Vegas."

Norman Cohn
Advertising Specialty Institute

"I think Drew did an excellent job both with my family business group and with my advisory board. He put together an excellent program at Loyola. He was a real spark plug for the group."

Joan Gillman, Director
University of Wisconsin-Madison

"Thank you for the great program on family business meetings presented to The University of Akron's Center for Family Business. The group was quite pleased with the content of the program as well as the group interaction that your talk stimulated."

Susan Hanlon, Director
The University of Akron

"Thank you for your personal contribution to the success of the 1999 CALU Annual Meeting. The response from our members has been very, very positive with this year's Annual Meeting setting a new record for attendance. Your participation was a key component in our efforts to provide members with a well-rounded set of presentations and workshops. Thanks to you and your contributions of time and expertise, we succeeded in providing programming that equipped and motivated our members to prepare for the changes and competition in the financial services marketplace."

Ronald L. Hansell, CLU
Conference for Advanced Life Underwriting

Topics

Family Meetings, Sibling Teams & Inactive Shareholders, Tying It All Together.
The (Four) Keys to Family Business Succession.
Developing Family Business Successors.
Sibling Teams: Preparing Brothers and Sisters.
Another Kind of Hero: Preparing Successors for Leadership.
Strategic Planning for the Family Business.
How to Develop Your Family Business Policy Guide.
Family Business Ownership: How to be an Effective Shareholder.
Family Business Hot Buttons: What Advisors Need to Know.
Family Business Governance: Maximizing Family and Business Potential.
Family Meetings: How to Build a Stronger Family and a Stronger Business.
Marketing to Family Businesses.

Background

Managing principal of The Family Business Consulting Group, Inc.
Co-author of the book Making Sibling Teams Work: The Next Generation.
Public speaker and columnist on family business matters.
Founding director of the Loyola University Chicago Family Business Center.
Taught the only family business course in America concurrently offered to graduate business and law students.
Specializes in working with adult sibling and cousin teams.
Past two-term member of the Family Firm Institute board of directors.
Past associate editor of the Family Business Review.
Certificate in Family Business Advising with Fellow Status awarded by The Family Firm Institute.