Schedule a confidential conversation.
Our team understands what’s at stake when business decisions affect family, legacy, and the future—and we’re here to support you through it.
Center for Family Business & Entrepreneurs
Your business. Your family. One strategic partner.
Navigate success, business and family with trusted experts by your side.
Connected solutions for your business, family and future
Owning a business is more than running a company. It’s also balancing your personal wealth, family priorities, and business goals that are deeply intertwined. Often, owners struggle with financial plans that don’t connect their business, employees, and family well-being.
At the Center for Family Business & Entrepreneurs (CFBE), we help simplify the many complexities and work with you to develop and activate connective plans, helping you navigate major business transitions and milestones.
How it works
Personalized guidance through transitions and milestones.
Through education, advice, and hands-on execution, our dedicated team supports everything from strategic planning and wealth alignment to business succession, confidentially. Contact Us
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Comprehensive journey
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Hands-on support and execution
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Fully confidential
Goal Mapping
Get clarity and alignment with strategic goal mapping discussions.
We begin by defining what a successful business transition means to you.
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Clarify your milestones
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Protect what you built
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Create your roadmap
Business Valuation
Start by understanding the value of what you own.
Whether you need a baseline for growth, to transfer wealth, or establish risk management strategies, our certified business appraisals help you avoid surprises, eliminate gaps, and move forward with confidence. Request a meeting
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Understand adjusted cashflow
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Industry and market trends
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Evaluate other businesses
Exit and Succession
Understand your options—and choose the one that fits your values and goals.
Whether you’re planning for transition, liquidity, or a sale, we can help you evaluate family, internal, and external transition options with a clear view of tradeoffs, timelines, and what each path requires to succeed.
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Clarity before urgency
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Shape what comes next
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Local sales expertise
Integrated Planning
Turn ideas into an executable plan.
We assemble the experts to align business structure, personal wealth planning, and tax efficient strategies to meet your financial goals. Move from good intentions to documented decisions that address growth, risk, governance, and unique family considerations.
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Control your wealth strategy
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Tax & estate planning
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Financial planning
Live your legacy
Selling or exiting your business is a milestone—not the finish line.
Before an exit, it’s important to ensure you are set up for success. Our partners and experts are here to support you today, tomorrow, and beyond. Schedule a consultation
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Build outside wealth
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Expert guidance
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Long-term resources
Services and solutions
We take a holistic, relationship‑driven approach by working closely with your trusted advisors—including your banker, accountant, attorneys, and other professionals—so your entire team is aligned and working toward the same long‑term goals.
Wealth strategy & planning
Align your personal wealth with business success through risk-appropriate financial planning, investment management, and tax‑aware strategies that support long‑term confidence.
Estate & legacy planning
Preserve your wealth and ensure what you’ve built is transitioned thoughtfully through integrated estate planning, wealth management, and philanthropic planning, and trust services.
Specialized business services
Prepare for pivotal business moments with expert guidance across business valuation, exit and succession planning, mergers and acquisitions, ESOP strategies, and more.
Family enterprise support
Support the family behind the business with guidance on family governance, rising‑generation succession, and facilitated family meetings—helping everyone feel heard and prepared for what’s ahead.
Unparalleled expertise
Our seasoned leaders and specialists work collaboratively with you and key stakeholders to guide you through complex financial, business and family decisions.
“For generations, family businesses and entrepreneurs have been the backbone of Hawaii’s economy. The CFBE reflects our commitment to walking alongside business owners as trusted partners, helping them see opportunities they may not realize exist, simplify complicated decisions, and protect what they’ve built for the people and communities they care about.”
—Agatha Viernes-LeGros, Director
Don't miss this webinar
Sign up for our upcoming webinar to learn how to prepare for a successful business transition, including common pitfalls, key considerations, and why getting started before you’re ready to sell is critical.
What Every Owner Should Know About Buying or Selling a Business
May 19, 2026 at 5 p.m. HST
Resources
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Call us
808-694-1264
Downtown Office
111 S. King St, 3rd Floor, Honolulu, Hawaii, 96813
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