Facilitating family business roundtable events is one of the services we offer to professional service providers such as attorneys, CPAs, wealth managers, insurance providers and media communication companies.
“We collaborate with professional service providers, helping them to better build their brand as being “family business” focused,” explains leading family business expert
“Sponsoring a family business roundtable event is an excellent opportunity to re-connect with current clients as well as reaching out to potential clients."
Schwerzler has been studying and advising family business entrepreneurs for more than 40 years and is the founder of the
Family Business Institute
and the web organization
Family Business Experts
, both of which are headquartered in Atlanta, GA.
We organize a family business roundtable event so they are
highly interactive discussions – that engage the family business owners and their family members as well as getting problem-focused solutions from the professional service providers.
The key to this family business forum approach is to keep the group smaller rather than larger – not trying to fill a larger number of seats and keeping it informal and informative.
Remember the family business roundtable is a branding strategy for the hosting professional firm, not a selling-focused event. “Family business owners are comfortable sharing in conversations where they can learn and ask questions – they don’t like to be preached to about things outside of their issues of interest,” notes Schwerzler.
We encourage the family business owners to include other family members, especially the “Nexters”, when they plan to attend one of our family business roundtable events. It is a great opportunity for the next generation to better understand the linkage between family, the family’s business and the impact of family business dynamics – and how the professional service providers can help ensure the success of their family’s business.
If you are a professional service provider interested in branding your firm’s expertise in providing solutions to issues related to a family business - our family business roundtable is a strategy you should consider – it works!
Consider how some of these topics could be included in your family business roundtable agenda:
is easy to do and can trigger brainstorming for taking corrective action on those factors (Strengths – Weaknesses - Opportunities – Threats) that can impact the performance of the family business.
is a crucial element of every successful family business. It is no longer a question of “managing change” but how quickly a family business can adapt to change. Managing change is a crucial element to “future-proof” a family business.
can help ensure continuity for a family business in the event of natural disasters like hurricanes, tornadoes, fires, floods as well as economic situations and problems (strikes, military actions, bankruptcies) that overnight can impact the supply chain logistics that disrupt normal business operations.
FAMILY BUSINESS SUCCESION PLAN
is a no-brainer for every family business entrepreneur who wants to protect and preserve the legacy of their family's business.
can have an important role in managing the succession process – why not make it part of their job description!
PROTECTING THE FAMILY'S WEALTH
wealth preservation strategies can help protect a family business from threats posed by excessive government taxation and regulation:
Family Limited Partnership
Captive Insurance Company
ENGAGE FAMILY BUSINESS EXPERT
who is experienced in dealing with family business dynamics – someone who can help grow the family business, help maintain healthy family relationships and who can help transition the business from one generation to the next (or prepare the business for sale if that makes more sense as an exit strategy for the business owner).
is smart strategy that puts in place a “safety net” that can protect the family and the business should the owner of the family business die or become disabled.
for both the family and the business can be a powerful communication tool amongst family members, managers & employees, customers and vendors.
can be the difference for a family business between succession or survival when times are tough or when the business is booming - but lacks the infra-structure to sustain rapid growth.
KEY PERFORMANCE INDICATORS
are those factors that guide the management of the family business. Knowing what the KPIs are for a family business can be the basis for better organizing the business.
can enable the family business entrepreneur to create and implement the infra-structure needed to professionalize the management style of the family business.
4Ps of MARKETING
are the basic building blocks for every family business and should never be taken for granted. The marketplace is always in a state of flux – and the family business marketing strategies need to be able to react quickly to change.
Green Management Strategies
understanding how "green" strategies can enhance better business practices and branding strategies.
WEB SITE & SOCIAL MARKETING
technology, techniques and opportunities have exploded and are absolutely critical components of the family business toolkit needed to maintain a competitive advantage in the market place.
For more information about using our family business roundtable approach to build your professional services practice, contact Don Schwerzler using the Ask The Expert form at the bottom of this page.
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