When Generations Is Engaged

Generations works alongside family-owned businesses when:

• The business depends too heavily on one person
• Succession is unclear, delayed or quietly delayed
• Governance feels reactive rather than structured
• Ownership alignment isn’t where it needs to be
• Exit-readiness matters - even if a sale isn’t imminent

These aren’t one-off events.
They require discipline and clarity.

Exit-readiness is not about selling tomorrow - it is about strengthening the business so owners have real options when they choose.

Where there is a transaction, Generations works alongside transaction advisors - strengthening readiness long before a deal is contemplated.

Generations also supports owners pre- and post-transaction to navigate leadership and identity transition.

Generations is led by Rich Poole, an experienced independent facilitator and advisor to family enterprises and private company boards across New Zealand.

What This Work Delivers

Working together typically results in:

• Clear ownership and decision-making structure
• Defined succession pathway
• Governance rhythm that works
• A business less dependent on one person
• Transferable value - optionality, not pressure

The goal isn’t complexity.  It’s calm, aligned decision-making - and often, better sleep for the people carrying the weight.

How I Work

Generations is an advisory practice - not a consulting firm.

I don’t replace management or existing advisors.
I strengthen ownership clarity and governance discipline.

Most engagements begin with a structured Strategy Day - a deliberate first step to surface issues, clarify direction and establish priorities.

Ongoing work may include advisory board roles, governance structuring and succession planning support.


"Richard is a clear-thinking entrepreneur with tremendous people skills. A man of real integrity I would trust in any endeavour." Board Member, Owner & Author

Credibility

Led by Rich Poole.

• Built and exited businesses, including a sale to a Fortune 500 company
• Lived experience in a multi-generation family enterprise
• 30+ years across ownership, strategy and advisory
• Known for calm judgement and straight talk

Owner-level thinking,  without stepping into management’s seat.

Who Is This For

Generations works best with established businesses that are serious about investing in governance, succession and long-term value.

While specialising in family enterprises, Generations is also engaged by non-family businesses where similar ownership and governance complexity exists. 

Fit matters.

Values matter.

I work best with owners and boards who value integrity, discretion, fairness and straight talk - and who are willing to act on what we agree.

If you're looking for shortcuts, politics or someone to take sides, I'm not the right fit.



"Richard is a class act. Efficient, strategic, and trusted by staff and clients alike. I would love to work with him again." Ex-CEO, Board Member

If you’re thinking about succession, governance or long-term value - start with a conversation.

If you’re navigating what’s next and want experienced, independent perspective - start with a confidential conversation.