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ROUGH CORPORATE JUSTICE
Balancing the transition needs of the senior generation, the successor generation and the business itself. A pragmatic planning process designed to bring both generations together in dialogue that is timely, respectful, and highly pragmatic.
Available as a keynote or in a workshop format
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SUCCESSION PLANNING WITH A CAPITAL “S”
This presentation is about all that is encompassed in the overly used and much misunderstood phrase “succession planning.” It is inter-active and aims at creating awareness on the part of the family enterprise facing a major transition from ownership to management to next generation leadership development that there is more to this task than estate and tax planning.
Available as a keynote or in a workshop format
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FAMILY COUNCILS TO BOARDS OF DIRECTORS, PLANNING FOR SUCCESSFUL GROWTH
The natural, but often turbulent ownership shift from a single owner/manager to multi-shareholders, elevates the need for good governance from best practice to organizational survival. To preserve and protect the inherent competitive advantages of the family-held enterprise, family must have a place (the family council) to create and maintain their ownership “Voice;” and both management and the family needs a body (the board of directors) with the loyalty, business sophistication, and courage to insure that the “Separation of Powers,” between ownership, governance, and management are both workable and respected.
Available as a keynote or in a workshop format
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USING THE SOFT-SIDE OF BUSINESS TO BUILD A MORE ECONOMICALLY AND PERSONALLY REWARDING PROFESSIONAL PRACTICE
The soft-side of business is the challenge of taking business clients through the transitions they most fear, but know they must some how successfully navigate if their businesses are to survive and their families are to stay together as a supportive, a cross-generational unit. Whether the firm’s practice is estate planning, corporate, accounting, banking, money management, or financial planning, the soft-side (some would say the “scary-side” of business) is where the professional can bring lasting value well beyond the quality of the documents or the wisdom of their tax advice. This is where long term client loyalty is built and the rewards of the practice are measured in deeper client relationships and the personal satisfaction of truly becoming a “trusted advisor.”
Available only in a workshop format (half to 1 ½ day sessions)
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A LOOK AT THE UNIQUE CHALLENGES OF FAMILY BUSINESS SUCCESSION
Built on the story line of a family dynasty that collapsed in on itself, this keynote presentation, examines the features of a family owned enterprises that must be protected if both the family and the business are to survive through the transition in ownership.
Available only as a keynote presentation |
