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Helping Family Businesses
Prosper Across Generations®

Wirtz_200x300Amy Wirtz, CEPA 

Consultant

Contact Amy:

E. wirtz@thefbcg.com
O. 440.695.0941
 

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Amy Wirtz is a consultant with The Family Business Consulting Group specializing in shareholder value enhancement, business planning processes, and transition implementation of management, leadership or ownership of a business. Her passion stems from growing up in her grandparents’ second-generation business, surrounded by the wonderfully complex matters a family business presents.

Amy brings a diverse range of experience to family enterprises by serving in various roles such as an exit-planning advisor, collaborative lawyer, mediator, arbitrator, lecturer, and teacher. Drawing from 25 years as a lawyer, she believes in peaceful resolutions to complex issues by helping families learn new communication skills to resolve family and business matters. While no longer practicing law, today Amy focuses on providing creative solutions to family business engagements and presenting to relevant audiences. She also helps business owners use their advisors as a resource team to create optimal value.

Prior to joining FBCG, Amy had been a certified collaborative lawyer for over 14 years and a mediator for a nine-year period. Both of these certifications require extensive training in interest-based negotiations, listening skills, reframing and alternate dispute resolutions. 

Amy has been a member of the North East Ohio Exit Planning Institute since its formation. She is a Certified Exit Planning Advisor and an instructor for the Exit Planning Institute in Chicago, Illinois. Amy serves on the Advisory Board for Newcomer Farms located in Bryan, Ohio.  Additionally, she teaches ethics to family counselors (PhDs, LCSWs, etc.) at Case Western Reserve University and is the Diversion Officer for Bay Village where she works with children who have a first-time brush with the law to avoid a criminal record.

She frequently speaks on the topic of business succession at conferences including the 2018 CARVC Convention, the 2018 OCA conference, and the WACO 2018 expo. Other speaking engagements include Executive Women in Agriculture, Outdoor Hospitality Conference and Expo, the National Association of RV Parks and Campgrounds National Convention, and the Ohio State University Extension Woman in Agriculture Conference.

Amy is married with two adolescent children and lives in a suburb of Cleveland, Ohio.

Specialties

  • Shareholder Relations and Development
  • Transition Implementation
  • Business Planning Process
  • Mediation, Communication and Conflict Resolution

Education

Amy attended Cleveland State Marshall College of Law and the University of Toledo for her undergraduate schooling where she received a bachelor in secondary education.

Speeches

  • Business Advisors: Getting Your Monies Worth
    • No matter what stage of business ownership or management you’re in, you will engage advisors.  Owners and operators must choose between free advisors such as mentors and peer groups, or paid advisors such as professionally trained advisors, advisory boards, and boards of directors.  This session will give you methods to discern which of these advisors your need and when to engage them.
  • Changing the Conversation
    • We all have conversations we review over in our heads thinking “How did that go so wrong?” Come learn time-tested methods on how to handle difficult conversations with new tools. Learn ways to approach difficult subjects, how to move forward from an emotional disagreement with tips on how to deal with difficult people.
  • How to Hear What Your Guests Are Saying
    • With so much going on and so many perspectives it’s not always easy to hear what is being said.  Learn how effective listening can alter the dynamics of your management of customer interactions.

"We were paralyzed.  All the stakeholders in our company wanted to make a generational transition.  We had the right professionals (attorney, estate planner, CPA, insurance broker, etc) at our side however each meeting uncovering pitfalls, nuances and unanswered questions that required further research rather than movement toward our goal.

Then we found Amy.

She became our quarterback.  She facilitated meetings between our stakeholders and our team of professionals creating an environment where all ideas and options were brought into the open.  Amy’s experience and methodical process of drawing out each stakeholder’s personal objectives was direct, to the point and appropriate even while dealing with sensitive topics.  With all disciplines represented at the table our questions were answered and unwarranted qualms were squashed.  We accomplished our goal thanks to Amy."

General Manager and Vice President
Fourth generation equipment dealership

 "Amy entered our firm during a difficult period and quickly gained our confidence and respect.  She was able to diagnose the various issues we were confronting and then worked with us individually and as a group to foster collaborative solutions and agreements.  Amy's approach is very honest and direct, which helped us "cut through the noise" and focus on the real issues at hand."

Managing Principal
Family-owned private real estate invesment firm

 "We learned that most family businesses do not make it to even the second generation and the # 1 cause for a successful family to close its doors is family conflict.  We did not want to see this happen.  After hearing Amy speak at an ARVC convention we knew we had to get ahead of any issues.  Thanks to Amy's keen insights and facilitation we are now looking toward  transitioning our business to the next generation making Cherry Hill Park a success story.  Nothing could make us prouder than seeing our family members carry on the dream that our predecessors began"

Linda Gurevich  
Cherry Hill Park 

“Amy Wirtz was critical in helping our family engage in difficult conversations regarding family and business. She has the personality and experience needed so that ALL family members felt comfortable in sharing their thoughts and emotions.  Without that safe space to share, it would have been impossible for us to move forward.” 

Mike Gurevich  
Cherry Hill Park

8770 W. Bryn Mawr Ave., Ste 1340W, Chicago, IL 60631
P: 773.604.5005 E: info@thefbcg.com 

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