Workshops & Seminars

We prepare our clients to balance the well-being of the business, the family and individuals, as they address the challenges and opportunities which inevitably arise, day to day and during succession.

These workshops offer business owners and their family members a chance to discuss issues critical to the future of the business. Local family businesses host these workshops, the tour, and often the entire event. With hands-on exercises, participant discussions and a workbook useful in family meetings, families are assured a step in the right direction.

Workshop Schedule

Find out our current and future workshops from our workshops calendar and register for the workshops.

Format Hands-on exercises, cases and discussion of problems Learning from other business families Sharing experiences Critical questions in a take home workbook Action planning -- for your business

Topics & Costs

See our Workshops Calendar

Who should attend

Business owners, successor candidates, spouses and key managers. To maximize your benefit, plan to attend as a team.
Intended only for family businesses; solicitation by non-sponsoring professionals is strictly prohibited.

Attire

Walking shoes. Casual dress: company shirts, jackets and caps encouraged. Prizes for the best dressed family team!