Align Owner, Team and Family


Align Owner, Team and Family

Most family businesses have internal conflict (even if they say they don’t).  Often, the family’s fear of negative outcomes leads them to create rule sets: who’s allowed to do what and when.  While those documents and rules may be a good idea down the road, if created before the family is aligned, they could inadvertently predispose a family to conflict. Families find themselves with a how-to document for winning The Battle of Control and Distribution, yet the family relationships remain unprotected.  Join Carmen and Shelley to understand tools to help your client families strengthen or restore health in the family system and guide them to see options, build resilience, and develop skillsets for navigating change and opportunity.


Learning Objectives:

  • How to help the owner, team, and family overcome obstacles and become more aligned
  • Nine Key Family Business Questions
  • Traditional Governance Structure and Documents


About the Presenters:

Learn from industry experts Carmen Bianchi, Founder and Principal, Carmen Bianchi Family Business Associates and Shelley Lightfoot, CEPA, Executive Director of the Southern California Institute

Meet the Presenters


This event is free to attend! Thank you to our Sponsors:



The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting

About the Presenters

Carmen Bianchi

Carmen Bianchi

Founder and Principal, Carmen Bianchi Family Business Associates


Shelley Lightfoot, CEPA

Shelley Lightfoot, CEPA

Executive Director of the Southern California Institute


Continuing Education

This meeting qualifies for the following continuing education credits:

One (1) CPE hour (pending approval)

One (1) CFP hour (pending approval)

One (1) CEPA credit (pending approval)

NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact the Exit Planning Institute (EPI).