Working with Family Businesses: The Essentials Series

Module 1: Shifting from Succession to Continuity

Redefine your role as an advisor by moving beyond transactional succession events to a continuity-focused mindset. Explore how economic and demographic trends are reshaping family enterprise transitions, and uncover common blind spots through case studies and trends-mapping exercises.

Module 2: The Three Pillars of Continuity

Gain practical tools to address ownership, leadership, and family cohesion—the core pillars of continuity. Analyze real-world examples, explore unintended consequences, and leave with ready-to-use resources like governance checklists and conflict-resolution frameworks.

Module 3: Expanding and Deepening Relationships

Learn strategies to build trust across generations and engage more deeply with family stakeholders. Practice techniques for working within multi-advisor teams and identify opportunities to extend your advisory reach.

Module 4: Integrating Continuity into Your Practice

Apply what you've learned by developing a personalized Continuity Roadmap. Strengthen your value proposition, test strategies through a capstone case, and leave with a clear plan to elevate your client relationships and impact.

Why Choose the Essentials Series?

  • Shift from transactions to trusted partnerships using a continuity-focused framework

  • Explore current trends and common blind spots in family enterprise transitions

  • Apply practical tools like governance checklists and conflict-resolution flows

  • Engage rising-generation stakeholders and coordinate across advisory teams

  • Create a personalized Continuity Roadmap with actionable next steps

Working with Family Businesses: Beyond Transactions

In this 12-hour self-paced, online program you will delve into concepts, activities, and real-world case studies crafted to equip you with the insights, tools, and strategies necessary to effectively navigate the complexities of family businesses. The program concludes with a customized blueprint for moving forward: Advancing Your Advisory Practice.

From understanding this unique market, including managing relationships and continuity planning, to learning how to be successful in family business environment, we will explore a wide range of areas associated with this market. You will emerge with a deeper understanding of how to add substantial value to your clients and distinguish yourself in a crowded advisory landscape.

What you will gain…

  • Online asynchronous education that will help you develop the knowledge and skills to better understand and add value to your Family Enterprise clients’ continuity journey.

  • By better understanding the Family Enterprise landscape you will be able to provide more personalized and relevant advice and strengthen the trust within your client relationships.

  • Our unique skill based program offers frameworks and resources that will allow you to help clients navigate complex issues such as family relationships, and building a legacy to ensure a smooth transition of ownership.

  • You get 12 credits from CIRO/OCRI. More accreditations coming soon.