Family Business Advisory – Greenfields & Goldmines
Overview
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.
Webinar 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.
You will also be provided with:
- The PowerPoint Presentation Slide deck
- A Searchable Transcript
- Any Supporting Documentation
Course syllabus
3 lessons
- Family Business Advisory – Greenfields & GoldminesVideo
- FeedbackSurvey
- Knowledge QuizTest
Your presenter
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.The Solutionist Group
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’.