Generations, by co-pilot®


Helping family business owners prepare for whatever’s next —
calmly, confidently and with clarity.


Family businesses are different. They’re built on legacy, loyalty, and long memories — but also carry unique pressures: succession, timing, and the weight of expectations.

That’s where Generations comes in.

Led by Rich Poole, a business owner whose 4th-generation family company was sold to multinational Toll Holdings and who later built and sold GrownUps® to a Fortune 500 firm, Generations helps owners and families:

  • Get in shape for transition or exit — internally or externally
  • Clarify roles, purpose and direction across generations
  • Increase business value and reduce risk before you’re forced to
  • Simplify complexity so that decisions get made and action happens
  • Create calm and confidence when emotions and ownership overlap

With 30 years in and around business — from personal family legacy to corporate partnerships and more than 150 advisory engagements — Rich & Generations combines empathy, experience and straight talk to help owners move from uncertainty to clarity.

Rich is not a theorist or a consultant at arm’s length. He’s a trusted co-pilot® who treats your business as if it were his own — guiding you through the strategic, financial and personal realities of succession and sale.

Generations, by co-pilot®
→ Preparing family businesses to thrive beyond their founders.
→ Getting owners exit-ready — anytime.

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