Education

Homework for this June 4 session: In our continuing discussion of Conscious Leadership, read through the first commitment of Taking Responsibility in “The 15 Commitments of Conscious Leadership.” Continue to ask yourself, “Where am I?'' Enrollment is closed for this series, but if you are interested in this group - please contact Amy at adotts@familybusinesscenter.com. Donna Musilli of DM360 will leads these sessions focusing on your most relevant business challenges. These sessions may have some teaching components, but the bulk of the time will be for what’s on your mind. What are your needs? And how can the group support you? ... read more

Development Plan -After having completed the previous nine sessions, it’s time to put the collective learning into action. Learn how to put these concepts and frameworks into an actionable plan to help achieve your goals. Objectives: • Review your current state and goals • Develop clear and measurable actions that can improve your environment and the lives of people around you ... read more

Buying or Selling a Business • Are you planning on buying or selling within two years? • Confidentiality Agreement (NDA) • Reasons to sell/buy • Bringing on investors • Valuation revisited • Creating life after succession ... read more

Emotional Quotient - Isn't it all about IQ? TriMetrix EQ - Are we connecting? (cont.) TriMetrix EQ combines Behaviors, 12 Driving Forces and Emotional Intelligence in a fully integrated assessment and reveals the effects on family business relationships. Leveraging the power of three sciences, we will measure your ability to sense, apply the power and acumen of emotions to facilitate high levels of collaboration and productivity within your family business. Take Away: • An understanding of our own behavior style along with key family business leaders • Your personalized 55-page assessment * ... read more

Succession Planning Opportunities for Family-Owned Businesses Post-Coronavirus - Live Webinar Are you wondering how the COVID-19 crisis has impacted the value of your business? Join Mary Beth Koester, CVA, CEPA, director of valuation and transaction advisory services at Rea & Associates, during this hour-long webinar when she will break down the impact this pandemic has had on small- to mid-sized businesses. Mary Beth will discuss powerful succession planning opportunities that are now available to family business owners who are considering exiting their businesses over the next few years or who want to start their succession plan. Specifically, if you attend this webinar, you will: Gain insight into conversations taking place throughout the valuation profession with regard to COVID-19 and its impact on business valuations. Learn about opportunities now available to family business owners who are interested in crafting an ideal succession plan post-pandemic. Develop a greater understanding of the impact coronavirus has had on mergers and acquisitions and what you can do to successfully prepare your business for sale, including strategies for stabilizing cash flow and capturing value. You'll have the opportunity to submit questions during the session and view a recording post session. ... read more

Stages of Wealth including Utilizing Donor-Advised Funds We will explore the three stages of wealth: accumulation, preservation, and distribution. Discussion will encourage you to consider these three phases and make sure you’re being proactive, because without a plan to transition smoothly from phase one to two and then phase three, you run the risk of dropping the baton suffering the consequences. Importance and strategies for transitioning smoothly into each of the stages Utilizing Donor-Advised funds – benefits, difference between a Foundation How to set up a Donor-Advised fund We will be using ZOOM for our meetings since we cannot meet in person! Here is the link for this peer group virtual meeting, please register in advance ... read more

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