Come and join us for a deep dive into the family system issues we can address to assist Chuck Barrows in his succession planning. The Barrrows family systems are as complex as any of our clients’ families. As CEPA’s, we are impacted by the family issues present in our client’s lives daily.
We will discuss what “family” today is. Why would we want to Chuck to start with that basic questions? I will introduce how family meetings and boards can help CEPA’s and their clients work through complex conversations. Family and business boards provide safe processes and neutral support systems to our clients while they work through complex conversations, strategic planning, and implementation of the value enhancement processes.
- Tips to help clients think about who is and who is not family.
- Be able to define how a family meeting can assist clients in creating a plan for family values, mission, leadership development, and enhance family communication.
- Be able to define how creating governance can assist in value enhancement work.
About the Presenter:
Hear from industry expert, Amy Wirtz, and take a deeper dive into understanding Chuck Barrows needs and how to evaluate accordingly.
About the EPI Deep Dive Webinar Series:
The Deep Dive Webinar Series provides attendees premier continuing professional education on exit planning and value acceleration topics. This intermediate to advanced program level series occurs once a month and each session expands on critical content that is relevant to the active practitioner presented by experts from specialties within the exit planning ecosystem. During the deep dive webinars expert advisors will address multiple aspects of exit planning as it directly relates and applies to Chuck Burrows and his company Burrows Ltd. in the newly released owner eBook, Fishing for Value: A Short Story on Succession Planning, Business Growth and Exit. Instructors will explore, dissect and discuss their specific topic while apply these core values and expertise directly to the eBook.