Navigating the Most Important Ownership Issues

Navigating the Most Important Ownership Issues

Bruce Werner of Kona Advisors LLC provides strategic advisory services to owners and investors of private companies. We specialize in providing leadership during periods of corporate transition.

With experience in corporate, high growth and turnaround situations, Kona Advisors is known for rapidly creating practical solutions to difficult business problems.

Our demonstrated expertise in governance, strategy, capital, talent, and succession issues positions Kona Advisors to readily tackle new and unusual challenges.

With over thirty years of experience, across numerous industries, Kona Advisors is ideally suited to provide the capabilities and judgment needed to solve clients’ most pressing problems.

Our reputation is built on an unfailing commitment to personal integrity, accountability, and the tangible results we deliver to clients.

What makes Kona Advisors unique is that we have started, owned, managed, financed, and sold businesses just like yours, so we acutely understand our clients’ concerns, the consequences of their decisions, and how business outcomes impact their personal lives.

Books By

Bruce Werner

Business Ownership Expert | Managing Director of Kona Advisors | Forbes Councils Member

Bruce Werner

Bruce Werner spent the first half of his career at Werner Ladder, with executive responsibilities in all facets of the business. During that time the family completed 6 acquisitions and sustained 10% annual growth for over a decade. The family later exited the business in a successful LBO.

As an independent consultant, he helps owners address their governance, strategy, capital, talent, and succession issues. This work is based on several decades of deep operational experience. He has started and built businesses in finance, energy, and technology, in addition to being a partner in a private equity fund.

His governance experience includes forming new boards and serving on established boards, both advisory and fiduciary. Seven of his twelve board seats have been with family businesses. He has performed Audit, Governance and Compensation committee work.  

Additional Resources

Read more articles from Bruce at:

Game Plan for Using Outside Directors in Family Business

When a family-owned business client would benefit from outside directors, identify the steps and timeline for a successful arrangement. READ MORE 

New Director Considerations During the Recruitment Process

Remember, as a director, you are not expected to always be correct. But the law expects you to have spent enough time, energy and intelligence to have reasonably examined the situation and apply good judgment for the benefit of the shareholders. READ MORE 

Soliciting Initial Outside Directors for Private Companies

Private and family-owned companies with tenured outside directors have learned how to attract, evaluate and retain other outsider directors. READ MORE 

Insights and Lessons for Surviving the Sale of a Family Business

A liquidity event can be a major life-changing occasion that requires planning and decision-making, as a younger-generation former owne of a family business relates. READ MORE 


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