Develop a roadmap to success for family businesses with:
Family Enterprise Transitions
Course Overview
When working through the Value Acceleration process with a family enterprise, it's crucial to include the entire family along the way, not just the exiting owner.
The Family Enterprise Transitions course was created to give advisors a deep dive look into how they can help their business family clients transition successfully to the next generation.
Learn how to evaluate the readiness of family enterprises for transition, prepare the next generation for success, and shift from an owner focus to a family focus.
Attendees will gain further knowledge on:
- Identifying and explaining the transition process in family enterprises and its elements
- Describing the factors that advisors need to consider in preparing the transition of a family enterprise
- Recognizing the challenges that business families can face before, during, and after a transition, and some ideas of how to navigate them
- Outlining how advisors can help business families in planning for transitions
This course is approved for Continuing Education credit at the following organizations:
Course Details
EPI Academy Brochure
For more details on other EPI Academy courses, download the brochure.
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Course Curriculum:
MODULE 1:
Understanding Transitions in Family Enterprises
- Exploring succession drivers
- Outlining the complexity of family transitions
MODULE 2:
Relevant Transition Factors
- Organizing the facets of cohesion
- Working towards family maturity
MODULE 3:
Next Gen Family Members
- Preparing next generation members to be ready for succession
- Perceiving legitimacy
MODULE 4:
Evaluating Readiness
- Differentiating between business readiness and family readiness
MODULE 5:
Developing a Roadmap
- Walking through the step-by-step process of transition
About the Instructor
Dr. Botero joined the University of Louisville from Stetson University in Florida, where she served as Assistant Professor of Family Enterprise and Entrepreneurship. She received both undergraduate and advanced degrees from the University of Antioquia in Colombia and a Ph.D. from Michigan State University.
Dr. Botero is an internationally recognized expert in family business. She has published more than 40 articles, and scholarly chapters on family enterprise, edited Family Firms in Latin America, and has spoken to audiences around the world on her research. She is a Fellow of the Family Firm Institute, a Board Member of the International Family Enterprise Research Academy, and a Board Member of the Successful Transgenerational Entrepreneurship Practices (STEP) Project.