Lisa Bosse

Leadership coach · Milford, OH · in person and virtual

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"We help family businesses stay family businesses" (in their words, on their website)

Services

ServiceWhat is includedPrice
Private Coaching - 10 Sessions 10 sessions · Energy Leadership Index™ Assessment & Debrief · 10 coaching sessions via Zoom · Email and text communication between sessions · Energy Leadership tools and resources · Personalized coaching plan $5,000
Private Coaching - 10 Sessions (Subscription) 10 sessions $1,000
Private Coaching - Six Sessions 6 sessions $3,000
Private Coaching - Six Session (Subscription) 6 sessions · Energy Leadership Index™ Assessment & Debrief · Six coaching sessions via Google Meet · Email and text communication between sessions · Energy Leadership tools and resources · Personalized coaching plan $1,000
Family Coaching Bundle
Sibling or spousal partnerships, parents who employ their children, and extended family ownership or management groups; family members and family owners whether or not they work in the business		 5 sessions · 5 in-person group coaching sessions · Email and text communication between sessions · Energy Leadership tools and resources · Personalized coaching plan $5,000
Introductory Family Business Coaching Package
Family businesses starting coaching and wanting to include other family members		 $5,000
Family Business Transition
Family businesses navigating generational ownership and leadership transitions		 Benchmarking and goal setting · Organizational readiness and transition roadmap · Sustainable legacy framework and family governance · Succession plan progression on request
Founder’s Transition Lab
Experienced business owners considering or preparing for transition		 Peer membership group · Explore personal readiness, identity, purpose, and next chapter · Turn questions and concerns into next steps and a plan on request
Leadership Development
Owners, successors, and leadership teams leading through transition and change		 Strengthen self-awareness · Develop communication and collaboration · Build ability to lead the organization forward on request

As published on their website, read Nov 4, 2026.

How they compare

Computed by Callings from the prices and experience coaches publish. Not a rating.

Where they fit

StudentsEarlyMidManagerDirectorVP / C-suite
Resume and LinkedInnononononono
Interviews and offersnononononono
Job search strategynononononono
Career direction and changenononononono
Leadershipnonoyesyesyesyes
Personal brandnononononono

How they work

Process
Benchmarking and goal setting: document the desired outcome, problems, stakeholders, scope, trusted-advisor needs, and sourcing · Organizational readiness: create a transition roadmap, healthy communication structure, and successor development plan · Sustainable legacy framework: establish family governance, clarify the family's multi-generational vision, and draft Family Charter policies · Succession plan progression: coordinate financial, legal, risk, and tax planning toward an agreement between current owners and successors
Assessments
Energy Leadership Index™ Assessment, Founder Clarity Scan

Do it yourself, or hire a coach?

Doing it yourselfUsually enough whenA coach earns the fee when
LeadershipPeer groups, feedback from your manager, reading.You have a mentor who has done the job.A first management role or a bigger team, often paid for by the employer.

Times are our estimates. Try Callings.

Questions to ask before hiring

  1. If I land a job partway through, what happens to the sessions I have not used? (multi-session package)
  2. What are your cancellation and refund terms? (no refund terms on their site)
  3. Who do you usually work with, and how long does a typical engagement last? (always worth asking)

What they publish

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