Education

According to research done by Forbes, “a family-owned business engenders a strong sense of trust in consumers...family-owned businesses seem more stable, more customer-friendly, more approachable, and more trustworthy.” Our panelists put their family business pride front-and-center and use it not only as a marketing tool, but as a way to attract and retain employees. Indeed, we often hear them say, “we treat our employees like family” – they mean it and it shows. Generously sponsored by GREENCREST ... read more

Succession Planning 101: Where to Begin? If you know you need a plan but don’t know where to start, join us at the next quarterly Succession Planning Roundtable where we will discuss the basics: What kind of owner are you? Operating? Captive? Burdened? Benevolent Dictator? There are several types of owners and identifying which you – and other stock-owning family members - is a great place to start. What are your criteria for next gens to join the business? When, along with compensation and expectations – all important considerations. We’ll cover best practices on this sometimes-controversial topic! Buy-Sell Agreements: Who needs them and the important reasons behind them. Seven Keys to Family Business Succession: It’s more than signing over ownership! We’ll tackle the succession of ownership, management, leadership, authority, relationships, and values & respect. ... read more