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