Fishing for Value: The Barrows Family Matters Impacting Our CEPA Work

DEEP DIVE WEBINAR SERIES | FISHING FOR VALUE CASE STUDY

Fishing for Value: The Barrows Family Matters Impacting Our CEPA Work


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.

Learning Objectives:

  • 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.

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The EPI Deep Dive webinar series was designed to provide EPI members easy access to quality continuing education on hot topics of high interest. Each session will focus on a specific aspect of exit planning as it directly relates to the eBook Fishing for Value: A Short Story on Succession Planning, Business Growth and Exit

About the Presenter


Amy Wirtz is a consultant with The Family Business Consulting Group specializing in shareholder value enhancement, business planning processes, and transition implementation of management, leadership or ownership of a business. Her passion stems from growing up in her grandparents’ second-generation business, surrounded by the wonderfully complex matters a family business presents.

Amy brings a diverse range of experience to family enterprises by serving in various roles such as an exit­planning advisor, collaborative lawyer, mediator, arbitrator, lecturer, and teacher. Drawing from 25 years as a lawyer, she believes in peaceful resolutions to complex issues by helping families learn new communication skills to resolve family and business matters. While no longer practicing law, today Amy focuses on providing creative solutions to family business engagements and presenting to relevant audiences. She also helps business owners use their advisors as a resource team to create optimal value.

Prior to joining FBCG, Amy had been a certified collaborative lawyer for over 14 years and a mediator for a nine-year period. Both of these certifications require extensive training in interest-based negotiations, listening skills, reframing and alternate dispute resolutions.

Amy has been a member of the North East Ohio Exit Planning Institute since its formation. She is a Certified Exit Planning Advisor and an instructor for the Exit Planning Institute in Chicago, Illinois. Amy serves on the Advisory Board for Newcomer Farms located in Bryan, Ohio. Additionally, she teaches ethics to family counselors

(PhDs, LCSWs, etc.) at Case Western Reserve University and is the Diversion Officer for Bay Village where she works with children who have a first-time brush with the law to avoid a criminal record.

She frequently speaks on the topic of business succession at conferences including the 2018 CARVC Convention, the 2018 OCA conference, and the WACO 2018 expo. Other speaking engagements include Executive Women in Agriculture, Outdoor Hospitality Conference and Expo, the National Association of RV Parks and Campgrounds National Convention, and the Ohio State University Extension Woman in Agriculture Conference.

Amy is married with two adolescent children and lives in a suburb of Cleveland, Ohio.

Specialties

  • Shareholder Relations and Development
  • Transition Implementation
  • Business Planning Process
  • Mediation, Communication and Conflict Resolution

Education

Amy attended Cleveland State Marshall College of Law and the University of Toledo for her undergraduate schooling where she received a bachelor in secondary education.