Education

Ever wish you could hold family members accountable? Join us for a panel discussion on communication, accountability, and family conflict using the practical framework of the Three Circle Model of family business. The Three Circle Model explains how family businesses operate through three interconnected system; family, business, and ownership. This framework helps identify sources of conflict, roles, priorities, and relationships within family businesses, making it useful for strategic planning and conflict resolution. Panelists: Chad Gummer, President, Gummer Wholesale Alison Marker, President + CEO, Marker, Inc. Facilitated by Ryan Yeoman, Professional Implementer, EOS WorldWide ... read more

Succession planning and transition planning are two critical yet distinct processes in family business. Succession planning is a comprehensive, strategic process that focuses on identifying, developing, and preparing potential future leaders to take over. Transition planning, on the other hand, is a more tactical and immediate process that outlines the specific steps, timeline, and mechanics for transferring ownership and management responsibilities from one generation to the next, essentially outlining the ''how'' of the succession process. Join us as we examine the key components and concerns for each, as well as best practices and pitfalls to avoid when developing a plan to protect and continue your family business legacy. ... read more