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Operational
Operational
Explore the topics relating to operating your business.
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Blended Families
Intro to Blended Families
Blended Families: Mine & Yours
Blended Families: One Family
Trustee Choices: Why a Trustee?
Trustee Choices: Family Board
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Running the Business
Superman
Business Bigger Than Me
Power of Entrepreneurs
Team Dynamics - The 5 Dysfunctions of a Team
Team Dynamics - The Ideal Team Player
Trusted Advisors
Share Groups
Communication Key Topics
Communication Multi-generational
Dividends
Insurance - Life
Insurance - P&C
Ongoing Business Plan - Review
Too Small, Too Young
Passion for the Business
Value of Outside Help
Outside Support in a Family Business
Taxes - End of Year Planning
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Teams
Team Building in Transition Planning
Ownership Team
Transitional Team
Solve for Who Will Decide, Not What The Decision Will Be
Valuation for an Inside Transaction
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Trusts
Trustee Choices: An Introduction
Trustee Choices: Why a Trustee?
Trustee Choices: Corporate Trustee
Trustee Choices: Individual Trustee
Trustee Choices: Family Board
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Considering Transitioning
The Value of a Pitch Book
What Does The Future Look Like?
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Do I Have A Successor In My Family?
Only One Business & One Child Involved
One Business With Multiple Children Involved
One Business & Multiple Kids Who Cannot Agree To Run It Together
One Business, Multiple Kids, But No One Wants To Be Involved
Can My Child Handle It?
