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All Articles by Bruce Werner
About Bruce Werner
Bruce Werner is the Managing Director of Kona Advisors LLC and served as an outside director on private company boards for the last three decades. Kona Advisors LLC provides advisory services to the owners, investors and CEOs of private and family-owned businesses. With deep experience in governance, succession planning, finance, strategy and management issues, Kona Advisors brings a broad perspective to developing solutions for its clients.
Revisiting the Three Circle Model of Family Business to Strengthen Governance Structures
It’s been 40 years since Gersick introduced the Three Circle Model for Family Business. How can you assess governance maturity in each circle? Read More
6 Considerations for Business Owners When Hiring an Investment Banker
When it’s time to sell, you need to hire an investment banker that can best tell your story to investors. Get tips for evaluating bankers. Read More
The Art of Balancing Family Dynamics in Family-Owned Businesses
It’s vital to balance corporate governance with family dynamics. Family-owned businesses fail when relatives’ goals and values don’t align. Read More
Feedback is the Breakfast of Champions: Designing Fruitful Board Evaluations
Private company board evaluations need focus, consistency and discipline. Consistent and honest feedback can facilitate business growth. Read More
Private Equity Exits: What Employees Should Know
The complexities of a PE exit can be scary for employees who are evaluating their job security during a business sale. What should you know? Read More
Happy Owner, Happy Board: The Strategy of a Private Company Board of Directors
A public company must focus on shareholder value, but a private company board of directors answers to one person only: the owner. Read More
Banker, Broker or Sell it Yourself: Choosing the Right Method to Sell Your Company
If you don’t know how to sell a small business, you may find resources and expertise in an investment banker or broker, but it can come at a cost. Read More
Not Making Business Decisions = Making Bad Business Decisions
When Werner Co. faces growing pains, its president avoids making business decisions that could jeopardize the company—but his inaction is still a decision. Read More
For Effective Boards, “Noses In, Fingers Out” Can Be Widely Interpreted
Should an effective board of directors stick its nose into business matters or keep its fingers out? A leadership crisis heightens the question. Read More
Building the Best Strategy to Drive Cash Allocation
Do you have too much cash on hand? Cash allocation decisions are some of the trickiest for small businesses to face – make your cash work as hard as you do. Read More