Date(s) - September 8th, 2022
10:30 am - 12:00 pm
|Complimentary Webinar – Zoom link will be emailed 3 days prior to the webinar||Register|
Tap into tools and insights that will align and build a STRONGER family and an even more SUCCESSFUL Family Business.
Who Should Attend
Owners, spouses and adult children in a family business with revenues of $5Million and up, who desire healthy family relationships, a flourishing family business and a lasting family legacy, YET are struggling with the inherent family drama that comes to the office and to holiday gatherings.
Does This Sound Familiar?
- Owner wearing too many hats and working around the clock
- Family members in key roles without accountability
- Have no written strategy for bringing family into the business
- No succession plan in progress (takes years by the way)
- Have no structure around how the family interacts with the business (and vice versa)
What You Will Learn
During a 90 minute live, online session, attendees will receive insightful and interactive coaching, practical hands-on exercises and engaging discussion. We will introduce you to the journey of creating governance, including family meetings, family values, family constitution, board, etc.
With the tools we share, you will learn that designing a governance structure creates alignment and harmony throughout the business and the family.
We Will Focus On
|Read about the 3 circle model and
its 7 members
Download Flyer | Governance for the Family in a Family Business
Presented by | Compass Point
Cheryl Doll, Ed.D. – Family Business Advisor | Gravitas Coach
Cheryl guides Compass Point clients through the collaborative process of building a strategic plan, creating a governing structure and operational processes a family business needs to scale its growth and plan for ownership transition in the future.
Lizette Dubacher – Family Business Advisor | Gravitas CoachLizette has strong financial acumen and excels at connecting the dots, simplifying complex issues, solving problems and helping companies to successfully implement operational improvements while creating consensus among diverse, cross-functional teams.
About Compass Point
Compass Point specializes in family-owned companies, providing the tools, structure and accountability they need to scale up, unlock wealth in the business and design the next chapter to move from success to significance
Compass Point works primarily with companies in the manufacturing, construction & professional service industries. Their ideal client has revenues between $5M and $100M, who want to grow, care about the legacy of the business and want to protect their financial future.