Resource for Ownership Intelligence

What clients have said

What Clients Have Said

“Rich scored a ‘perfect 10’ guiding our diverse Board through the process of establishing a formal, relevant Strategic Vision for our organization.  His excellent people skills and diverse strategic planning processes are clearly augmented by his deep understanding of the Cooperative and NFP business model.”

Scott Bebenek,
President IDI Independent Distributors Inc.

"The program, The New Millennium: Friend or Foe to Family-Owned Business was sold out before the October 7th day of the event at the Frederik Meijer Gardens & Sculpture Park.  Below are some typical responses from our members.

  • 'The presentation by the keynote speaker Rich Morris was excellent.'
  • 'Great event yesterday. I got more out of it than I expected -- always a pleasant surprise.'
  • 'More value received than anticipated from both Rich Morris and the breakout sessions.'"

Ellie Frey,
Director Family Business Alliance

“Rich Morris is not only an excellent presenter, but he has that rare talent of combining personal experience, best practices, and solid research in a highly accessible, meaningful, and insightful delivery.”

Greg McCann,
Stetson University Academic Coordinator,
Professor of Family Business

“The Kids, Wealth and Consequences session at the Family Business Magazine  "Transitions" conference received high marks from attendees for its valuable content presented in an engaging format. It over delivered on expectations.”

Barbara Spector,
Family Business Magazine


true value university


93% of True Value participants said they
“Would recommend this university program to others.”

Saginaw Valley State University

“In my humble opinion, you are probably the most ‘astute’ of all the Family Business presenters I’ve heard over the years...”

Paul Uselding,
Dean College of Business & Management & Family Business Programs, Saginaw Valley State University


“The average overall score for your session (scale: 1=low and 5=high) was 4.31, as compared to the average overall score for all instructors at the meeting which was 3.89.”

Lynn S. Powell,
Education Director,
Physician Insurance Association of America


Wilmette Chamber of Commerce

“I have received a great deal of positive feedback about the event. Overall, I want to thank you for being such a pleasure to work with and so responsive to our needs and requests… I know participants felt they received concrete workforce ideas and solutions that they could take back with them and begin to implement immediately.”

Julie Yusim, Executive Director &
Muti-Chamber Program Coordinator,
Wilmette Chamber of Commerce