Start where you are. Leave with your next step.
Short, high-impact live sessions for founders, owners, next-generation leaders and leadership teams. Bring your curiosity; leave with a one-page action plan that fits your unique situation.
Live Webinars
Working sessions for founders, owners, next-generation leaders and leadership teams.
Virtual working sessions to get you started. Bring your curiosity; leave with a one-page action plan that fits your unique situation.
The Handoff: A Roadmap for Ownership Transition & Management Succession in Family Businesses
The moment ownership and leadership shift is where family businesses are made or broken. We'll walk through a practical three-phase roadmap: Pre-Transition, Transition (The Handoff), and Post-Transition.
Strategy & Culture: The Mechanics and Dynamics That Move the Needle
Strategy tells you where you're going. Culture determines whether you get there. In family enterprises, the two often drift apart — one generation honors tradition, another pushes for change, and the business gets caught in between. Learn how to align vision, values, and decision-making so your family enterprise moves with one clear voice, across every table that matters.
Built to Outlast: The 5 Pillars Every Multi-Generational Family Business Shares
Most family enterprises don't survive the third generation — the ones that do share five deliberate practices. Learn the pillars that protect wealth, unity, and legacy across decades, and how to pressure-test where your family stands today.
Your Leadership Team Is Your Ceiling — Here's How to Raise It
Most leadership teams operate as talented individuals in the same room — not as a force multiplier. Learn how to align vision, sharpen accountability, and build the trust that turns your executive team into the single greatest competitive advantage your business has.
Equipping the Next Generation: Preparing Future Leaders
The future of your family business isn't born — it's built. Explore how to equip rising leaders with the mindset, skills, and readiness to steward the enterprise, honor the legacy, and earn the trust of all stakeholders.
Why Most Family Business Boards Fail — and How to Build One That Doesn't
A rubber-stamp board protects no one. Learn how to design a board with the independent voices, real accountability, and governance discipline that safeguards the enterprise, aligns the family, and earns the trust of the next generation.
Questions
Frequently Asked Questions
Founders, owners, next-generation leaders, and leadership teams of family and privately held businesses. Whether you're actively planning a transition or simply exploring what comes next, the sessions are designed to meet you where you are.
Each working session runs 60 minutes. We keep the format tight: focused teaching, a practical framework, action plan, and space for live questions.
Yes. There is no cost to register or attend. We do this because we believe every family business deserves access to practical guidance.
Recordings are shared with registered attendees after each session when available. We still recommend joining live so you can bring your specific questions into the conversation.
Absolutely. The most productive conversations often happen when multiple stakeholders hear the same framework at the same time. Just have each attendee register individually.
Bring your curiosity and one current challenge or question. Many attendees leave with a one-page action plan, so it helps to come with a specific situation in mind.
You'll receive a confirmation email with the Zoom link and calendar invite. We may also send a short pre-session note so you can get the most from the time.
In Their Words
One session can change the conversation.
"I came into the session thinking I'd get a webinar. I left with language for a conversation I'd been avoiding for three years."
— A founder, second-generation business
Family Manufacturer · Midwest US
"Sixty minutes, and our leadership team finally agreed on what the real problem was. That alone was worth the year."
— A next-generation president
Distribution Group · Southeast US