We worked with the leadership team of this over forty-year-old privately-held national real estate firm, which oversees over $2 billion of income-producing real estate assets, including retail, residential, hotel and office properties, on a wide range of strategic and interpersonal issues. We advised on an intergenerational CEO transition and the broadening of the senior leadership team to include non-family members in key decision-making positions for the first time. We conducted in-depth business planning sessions for senior managers at both of the firm’s regional offices, clarifying roles, decision making and communication processes.
We worked to align personal and professional development, coupling a caring family culture with the implementation of clear performance management techniques. While respecting the firm’s historically entrepreneurial approach, we positioned the company for present and future growth by establishing shared operating procedures across offices. We led multi-office meetings designed to delineate the shared mission, expand the definition of family to include owners, employees, customers and vendors, inspire a renewed sense of responsibly and inclusion across the enterprise, and achieve closer coordination between regional headquarters in New York and Columbus, Ohio.
“With Katzman Consulting’s help, our firm redefined our corporate mission and vision, coalesced as an executive team and truly became one unified company across many divisions and offices. KC helped us to identify and harness the talents of our entire team and to use them to guide us into our company’s next stage of growth”