Businesses owned and/or owner-operated businesses are impacted in many ways by the ownership family. Sometimes this impact is clear and negative – as is the case when family members are in active conflict about business issues. Sometimes this impact is clear and very positive – as is the case when a family name creates significant brand equity (Smucker’s Jelly.) The most challenging situation, however, is when the Value Acceleration Process is delayed or stopped by an unresolved or “hidden” family issue.
This workshop will help CEPA’s understand the multiple ways in which family ownership can impact the success of the Value Acceleration Process – both positively and negatively. Most importantly, we will identify specific actions that a CEPA can take to both identify and address these “Familiness” issues. Finally, the workshop will clarify what a CEPA should expect from a Family Enterprise Advisor.
- Five key ways that Familiness can impact the Value Acceleration Process.
- Four specific questions every CEPA should ask when working with a family business
- The telltale signs that a family issue is blocking your progress
- The key skills that a Family Enterprise Advisor should bring to your work
About the Exit Planning Ecosystem Series:
If you are looking to learn more about a variety of topics within the exit planning ecosystem, this introductory level webinar series is right for you. This webinar covers topics such as: valuation, estate planning, tax planning, market updates, M&A, real estate, financial planning, exit planning, value growth, and exit options.
The EPI Exit Planning Ecosystem Webinar Series is a FREE web-based continuing education presentation for EPI members and the general public. Topics for the webinars complement the EPI Value Acceleration Methodology, a process created by Christopher Snider, and taught the Certified Exit Planning Advisor (CEPA) Program. These one-hour educational broadcasts are taught by industry experts from across the nation. Review upcoming broadcasts below.