We facilitate the planning and execution of critical leadership, ownership and governance transitions:. Working with family enterprises and nonprofit organizations in managing critical transitions is an enormous responsibility. Sam Davis has been successfully meeting this challenge for almost two decades and, in the process, has developed a wealth of knowledge, experience and networks of trusted colleagues.
Through The Davis Group, Sam serves families in undertaking leadership and ownership transitions, strengthening their strategic management capabilities, and building governance structures that will enable them to continue their proud legacies by empowering the next generation of leaders.
Through The Davis Group, Sam serves families in undertaking leadership and ownership transitions, strengthening their strategic management capabilities, and building governance structures that will enable them to continue their proud legacies by empowering the next generation of leaders.
Services
As Principal in The Davis Group, Sam Davis brings more than 25 years of strategic management experience to the service of family businesses and philanthropic organizations.
Having served as a consultant to family businesses, family offices, nonprofits and foundations for almost two decades, Sam is recognized for his capabilities in addressing issues experienced by those organizations, including: leadership and ownership succession; executive search; strategic planning; and governance practices.
Having served as a consultant to family businesses, family offices, nonprofits and foundations for almost two decades, Sam is recognized for his capabilities in addressing issues experienced by those organizations, including: leadership and ownership succession; executive search; strategic planning; and governance practices.
Satisfying the needs of our clients and ensuring their continued success is the reason we are in business. Family enterprises are powerful economic forces for good and deserve to be supported in their endeavors, especially in generational transitions in leadership and ownership. Similarly, nonprofits and foundations are mission-focused, values-driven organizations that serve their communities and earn the support of donors.
Sam has served more than 25 multi-generational family enterprises by facilitating their succession planning processes, conducting executive searches, and supporting the successful execution of their leadership and ownership transitions. Working with their estate planning attorney and tax accountant, we helped a family business make the ownership and leadership transition from the second to the third generation.
Sam's initial work with family businesses was in facilitating strategic planning processes, and he continues that work today as an integral part of each leadership and ownership succession process. In many cases, the "next" generation of family business leaders takes responsibility for the planning process while using the experience and advice of the retiring generation to guide them.
The successful implementation of ownership and leadership succession plans requires the development of effective leadership teams and organizational structures that are aligned to the strategic priorities of the organization. Working with other colleagues, Sam provides his clients with the necessary leadership and organizational development resources.
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