BUILDING A FAMILY ENTERPRISE

Strategies for Success Across Generations

Your Business Legacy Deserves a Stronger Family Conversation

Join our one-day Building a Family Enterprise course, designed for families in business together to have real conversations, gain practical tools, and prepare for long-term success and smooth transitions.

Module 1

Build Generational Understanding of the Family Business Landscape

Understand Continuity vs. Succession

Identify Where You Are in Your Continuity Journey

Explore the Proven Family Enterprise Model

Examine the Role of the Family in Enterprise Success

Module 2

Family Dynamics in Generational Transitions

Clarify the Roles and Responsibilities of Owners

Distinguish Value Vs. Control in Ownership Transitions

Navigate Complex Family Dynamics

Plan for Both Ownership and Leadersip Succession

Module 3

Create a Path Forward with Governance

Harness Your Family's Unique Culture and Values

Build Governance That Reflects Your Values

Understand Core Governance Mechanisms

Create a Path Forward with Governance

Learn how simple governance structures like family or ownership meetings make transitions smoother and relationships stronger.

Building Generational Understanding

Get everyone aligned on the challenges and aspirations of being in business together, from the founders to the rising next-gens.

Communicate Across Generations

Address tough topics like succession, roles and expectations before they become sources of conflict.

Turn 'Familiness' Into Strength

Harness your family's unique culture and values as a strategic advantage in your succession planning and decision-making.

WHAT YOU'LL LEARN

WHY TAKE THE COURSE

Oct 1st, 2025 | Online

BUILDING A FAMILY ENTERPRISE

Strategies for Success Across Generations