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