Family Business Advisory - Greenfields & Goldmines - Wolters Kluwer CCH
Business and Advisory

Family Business Advisory – Greenfields & Goldmines

Online | $185 September 24, 2020 1:00 PM - 2:30 PM AEST

September 24, 2020 1:00 PM - 2:30 PM AEST Grow family business knowledge and skills to enhance services AND increase practice revenue.

Over 2/3 of all registered business are family-owned and managed, ranging from very small to very large. They all have special needs because: FAMILY BUSINESS MAKES NO SENSE! The mix of family and business creates a whole raft of unique challenges that trusted advisers should address, but seldom do.

This session will outline those challenges and offer solutions, covering:
The family business difference and unique challenges for advisers
An introduction to Family Business Best Practice – modular solutions
Additional knowledge and skills required to service the sector
Case Study provided: advanced reading & reference in & after the session.
High level overview and proposal.
Exceedingly practical focus.

Learning Outcomes:
Attendees will gain insights and knowledge to:

  • improve the depth & quality of current services to family businesses within their existing client base.
  • increase fee income through new services including succession planning.

Suited to:
Professional advisers: accountants, lawyers; financial planners; wealth managers.Suitable for all advisory organisations with private clients & owner-operated businesses.Introductory level.

Presenter Bio:
Jon Kenfield, The Solutionist Group, is a Master Solutionist with 40 years’ experience as a Chartered Accountant including roles as the Former Principal, Forensic Accounting for 2 of the ‘Big 4’ accounting firms.

Jon has been a professional dispute resolver and a family business adviser for over 20 years and resolves conflicts and succession issues for Business Families using a combination of legal, accounting, facilitation and relationship management skills. He is also the author of ‘Solutionist Guide to Family Business’.

You will also be provided with: 

  • The PowerPoint Presentation Slide Deck
  • A Searchable Transcript
  • Any Supporting Documentation
  • Webinar Recording to view multiple times for up to 6 months
  • Q&A Session & follow up contact details
Live Webinar

Family Business Advisory – Greenfields & Goldmines

Online | $185

September 24, 2020 1:00 PM - 2:30 PM AEST

Register Now