Best Practices

We offer practical advice that can applied to areas such as succession planning, risk management, and leadership development.

  • Webinar: Family Business 101

    Family businesses have a unique set of challenges and opportunities, especially when it comes to relationships, communication, and behavioral patterns.

  • Best Practices for Families in Business (Overview)

    We are excited to announce that our new book, Keys to Family Business Success, is available, In anticipation of your reading this book, I thought I would share some of the best practices that are described in the book. These are practices that contribute to the well-being of families and their businesses.

  • Best Practices for Families in Business (1 of 3)

    In this first installment, we will focus on five of the best practices: having a shared vision, embracing shared values, engaging in productive dialogue, understanding the roles and responsibilities of owners, and building trust.

  • Best Practices for Families in Business (2 of 3)

    Do you have clear roles and job descriptions for everyone working in the business? Is every employee given feedback on a regular, structured basis so he or she knows what he or she does well and where he or she can stand improvement?

  • Best Practices for Families in Business (3 of 3)

    Do you have a plan for who would run the company if the leader died suddenly and documents that are readily accessible to help that person deal with the legal, financial, and operation challenges in that crisis?

  • The Keys to Family Business Success

    What does it take to be a responsible, engaged, and active member of a successful family business? This book will guide you through the process of tailoring answers that reflect your family’s and business’ unique circumstances to help you create the family business legacy you want to deliver to future generations.