Our Code of Ethics

Personal and business integrity, values and ethics are part of who we are. We will always work for the best interest of our client families.

We have pledged in writing to the Institute of Management Consultant to abide by their Code of Ethics. Our adherence to the Code signifies voluntary assumption of self-discipline above and beyond the requirements of law. Our Code of Conduct includes issues that are influenced by our personal values.

“Thank you so much for being who you are and allowing the Lord to use you in so many ways to bring harmony, sanity, change when needed and new perspective to so many family businesses that otherwise may not be where they are today ready to move to the next generation” Robinson Industries
Nancy Staible

Regarding Clients:

  • The family will always be our first concern in dealing with any family business.
  • We will serve our family business clients with integrity, competence, and objectivity, using a professional approach at all times, and placing the best interests of the “family first” in all situations.
  • We will establish realistic expectations of the benefits and results of our services.
  • We will treat all family business information that is not public knowledge as confidential, we will prevent it from access by unauthorized people, and we will not take advantage of proprietary or privileged information, either for use by us, our firm or any another client, without permission of our family business.
  • We will avoid conflicts of interest, or the appearance of such, and will disclose to our family business clients any circumstances or interests that might influence our judgment and or objectivity.
  • We will refrain from inviting an employee of an active or inactive client to consider alternative employment without prior discussion with the client.

Regarding Engagements:

  • We will only accept assignments which we possess the expertise to perform, and will only assign staff with the requisite expertise.
  • We will ensure that before accepting any engagement, a mutual understanding of the objectives, scope, work plan, and fee arrangements has been established.
  • We will withdraw from a consulting engagement when our objectivity or integrity may be impaired or when the engagement conflicts with our personal and business values.

Regarding Fees:

  • We will agree in advance with our clients on the basis for fees and expenses, and will charge fees and expenses that are reasonable, legitimate and commensurate with the services delivered and the responsibility accepted. We will use a flat fee philosophy in quoting our services.
  • We will disclose to our clients in advance any fees or commissions that we may receive for equipment, supplies or services we may recommend to our clients.
  • We will disclose to our clients any referral fees we may be offered and we may donate the referral fee to a favorite charity but only with the approval of the client otherwise we will decline the referral fee.
  • We will identify any additional charges that do not include our direct services or fees.

Regarding Professionalism:

  • We will respect the individual, family and corporate rights of our clients and consulting colleagues, and will not use proprietary information or methodologies without permission.
  • We will represent the profession with integrity and professionalism
    in our relations with our clients, colleagues and the general public.
  • We will report violations of this Code to the Institute, and will ensure that other consultants working on behalf of us or our company abide by this Code.

The Institute of Management Consultants USA, Inc. (IMC USA) adopted its first Code of Ethics in 1968. Since that time IMC USA has modified the wording of the Code for additional clarity and relevance to clients. This code is consistent with the International Code of Professional Conduct published by the International Council of Management Consulting Institute (ICMCI) of which the IMCUSA is a founding member.

Jim Kwaiser is a Certified Management Consultant, certified by the Institute of Management Consultants and he and Ann Marie Kwaiser have agreed to abide by the rules and ethics as outlined and to insure that their licensees associates will abide by the same code.

Contact us or call us at 724-475-3787 or 1888-273-8307 and learn how Jim and Ann Marie Kwaiser can benefit your family, organization or family business.


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