Five Mistakes Family Businesses Make and How to Fix Them to Recover Faster


Five Mistakes Family Businesses Make and How to Fix Them to Recover Faster

2020 was going to be THE year and all signs pointed to a prosperous one. Then, the pandemic turned family’s businesses, like everyone else’s, upside down. With some businesses losing as much as 90% of their revenue in less than a week, owners made painful choices. They furloughed or laid off long term, trusted employees, shuttered once busy production lines, and put exit plans on hold.

Yet, possibility remains as we move forward into this new reality.  The pandemic offers family businesses the opportunity to reset and rebuild the business into a more efficient operation with a stronger culture that will support the family in the years to come.

However, they risk making mistakes that will derail their recovery efforts and make matters worse. During this webinar, discover a set of simple, proven tools to help family businesses establish a clear direction, improve their ability to execute, and build a healthy leadership team so they can recover faster.


Learning Objectives:

  • Create a vision for the family and business
  • Resolve the problem of family members who shouldn’t be working in the business
  • Measure progress to ensure the business is on track
  • Solve issues with a 3-step process
  • Keep everyone focused so they achieve every part of the vision for the family business


Meet the Presenter


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. Register today and enhance your exit planning knowledge every month with EPI!


The EPI Deep Dive webinar series was designed to provide EPI members easy access to quality continuing education on hot topics of high interest. Providing you an opportunity to revisit modules from the program and dive deeper than you were able to go during your original training.

About the Presenter

Kyle Danner, MA, CEPA

Kyle Danner, MA, CEPA

Family Business Advisor

Contact Kyle

As a CEPA with family business clients, Kyle Danner knows you want to position the business for the future. However, you can’t just focus on the family business. You must focus on the family, too.

That’s why Kyle started Kyle Danner, Solutions for Family Businesses. Not only is he a CEPA, but he’s also been a part of every aspect of a family business. He grew up in and worked in a family business and owned a business with his family. He also knows what it’s like to leave the family business and start a new chapter in life.

If you need help with your family business clients, contact Kyle to get started.

Connect with the Presenter: Kyle Danner Solutions for Family Business Advisors  |

Website:  | Phone: (913) 481-5909 |  LinkedIn: Connect with Kyle

Continuing Education

CEPAs receive 1 CE credit

CPAs receive 0 CPE credit

*Attendees must meet polling participation requirements in order to qualify for continuing education.

cpe-logo-png-full-colorThe Exit Planning Institute (EPI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website at: