Center for Family Enterprise

In this course, professional advisors will learn common conflicts and difficulties that arise in family businesses. The advisor will understand concepts, tools, and techniques to help integrate solutions into the unique personal needs and dynamics to serve family-owned businesses.

In this course, we detail the types of data that should be gathered about the family, the individual, and the business simultaneously and the purpose for the information. The advisor will learn the primary objectives of a formal assessment and learn the value of the family sharing their thoughts, feelings and perceptions.

In this course, you will learn to consider your client to be the family business system, rather than one stakeholder. A more broad-based view will allow for more elegant solutions to issues that arise. Learn to focus effort on helping stakeholder groups raise and resolve their interests and concerns.

In order to aid the business, this course will help the advisor understand the complex landscape of the systems from the business and family perspective. The family systems perspective will be outlined to help advisors understand and work within the dynamic structures of the family and the business and the challenging areas that frequently overlap.

This course discusses how planning should begin while the potential successors are children; they should be taught about family values, work ethic, money, work-life balance and other important issues. These early conversations set the stage for potential successors to develop into capable leaders.

This course will show the goals, questions, desired outcomes, risks and potential problems of the consulting process. The consultant will learn the nature of conflict, the techniques in dealing with conflict and the advantages of embracing conflict as the family business works through their challenges in development.