Family Business Advisors
Delivering Transformational Results
At Interchange Capital Partners, we aim to help you avoid the mistakes that countless business owners have made before, during, and after their ownership transition.
Where Are You in Your Family Business Ownership Journey?
We understand that every family-owned business is unique, evolving through different stages over time. At Interchange, our mission is to meet you wherever you are in the lifecycle of your business, offering tailored solutions to address your specific needs and goals.
Before
Guidance to align your business strategies with family values and goals.
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During
Customized plans to help facilitate a smooth and financially sound transition.
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After
Managing your wealth should be seen as managing another complex business.
ABOUT US
Interchange Capital Partners, founded by father and son Ahmie and Brian Baum, specializes in consulting and strategy for family-owned businesses. Rooted in personal experience and empathy, we guide family leaders through the complexities of ownership transitions, balancing personal, business, family, and ownership dynamics. With decades of experience, our goal is to help families find clarity, understanding, and action, supporting the preservation and growth of their business legacy.
OUR PROCESS
As a family business leader facing the challenges of an ownership transition, our Clarity Foundation™ aims to help you find clarity amid complexity.
Providing you with the reality of your situation and the future you aspire to have.
Modeling various scenarios and educating you so you go down the right path the first time.
Building and managing rolling 90-day action plans to break your ownership transition into manageable phases with clear milestones.
