Family Business Advisory - Greenfields & Goldmines

Description

Grow family business knowledge and skills to enhance services AND increase practice revenue.

Over 2/3 of all registered business are family-owned and managed, ranging from very small to very large. They all have special needs because: FAMILY BUSINESS MAKES NO SENSE! The mix of family and business creates a whole raft of unique challenges that trusted advisers should address, but seldom do.

This session will outline those challenges and offer solutions, covering:

  • The family business difference and unique challenges for advisers
  • An introduction to Family Business Best Practice - modular solutions
  • Additional knowledge and skills required to service the sector
  • Case Study provided: advanced reading & reference in & after the session.
  • High level overview and proposal.
  • Exceedingly practical focus.

Learning Outcomes:
Attendees will gain insights and knowledge to:

  • improve the depth & quality of current services to family businesses within their existing client base.
  • increase fee income through new services including succession planning.

Suited to:
Professional advisers: accountants, lawyers; financial planners; wealth managers.Suitable for all advisory organisations with private clients & owner-operated businesses.Introductory level.

Presenter Bio:
Jon Kenfield, The Solutionist Group, is a Master Solutionist with 40 years’ experience as a Chartered Accountant including roles as the Former Principal, Forensic Accounting for 2 of the ‘Big 4’ accounting firms.

Jon has been a professional dispute resolver and a family business adviser for over 20 years and resolves conflicts and succession issues for Business Families using a combination of legal, accounting, facilitation and relationship management skills. He is also the author of ‘Solutionist Guide to Family Business’.

You will also be provided with: 

  • The PowerPoint Presentation Slide Deck
  • A Searchable Transcript
  • Any Supporting Documentation
  • Webinar Recording to view multiple times for up to 6 months
  • Q&A Session & follow up contact details

  • Webinar Recording
    • PD hours: 1.5
    Stream this recording multiple times at your convenience.
    • $220.00 incl. GST

Coming Soon

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One-Connection-One-Fee

Our webinars operate on a 'one-connection-one-fee' basis so you can have your whole team participate for one cost effective price and claim CPD points.

Recordings

Like the topic but can’t make the time? Register for the Live Session and you’ll receive the Recording regardless! You can watch it as many times as you like for up to 6 months. You will also receive Supporting Documentation.