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Tuesday Sep 24, 2024
You have probably heard the statistic that 70% of family wealth is lost by the 2nd generation and 90% is lost by the third generation. What are you doing to lower that number for your business?
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Categories: CCFB Webinar
Thursday Aug 29, 2024
While audits are typically associated with larger corporations, being audit ready can help a family-owned business demonstrate financial credibility, mitigate risks, and position themselves for growth. There are many triggers for an audit which include investor, lender, and legal requirements.
Our team has many years of combined experience in public accounting firms and large public companies. As consultants we have supported internal audit departments of large organizations and have helped organizations of all sizes prepare for their first audit. We know what is required for an efficient audit process. Join us to learn how to employ best practices year-round that will ensure that your organization can relax when the audit team arrives.
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Categories: CCFB Webinar
Wednesday Aug 14, 2024
Join us for a live webinar with Ryan Yeoman, a Professional EOS Implementer. This is the third and final* session on using EOS (Entrepreneurial Operating System®) tools to improve meetings and accountability at all levels in your family business.
Ryan will discuss assigning 90-day Rocks and how this is a powerful accountability tool for everyone on your team.
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Categories: CCFB Webinar
