Research indicates family businesses consistently out-perform non-family businesses in terms of return on investment and market value.
So what are the advantages available to a family business that can make them more successful?
The Family Business Essentials workshop will provide you and members of your family with the opportunity to spend time focusing on the health of your family business, where you want to be and how you can harness your distinct competitive advantage to reach your goals.
Course outline
- Identify family and business as interconnected systems which need differing approaches to maintain performance
- Understand the structures and processes that will professionalise your family business
Content
- What makes a family business different
- The competitive advantages of family businesses
- The 3 intersecting elements of family business – family, business, ownership
- The conflicting systems of “family” and “business”
- Family business values
- 9 Key success factors for a family business
Key learning
- Understand the key elements of a successful family business
- Identify how those key elements apply to your family business
- Identify areas of your family business that require focus and set priorities
- Develop an action plan to take back to your business to refine and implement
Who should attend
- All members involved in strategically guiding the family business
- Family businesses that do not have the wisdom of previous generations to draw upon
Facilitators
Louisa Andreucci | Hood Sweeney
With more than 10 years of professional experience, Louisa advises professionals and business clients across industries with the management of their income tax affairs, GST and the preparation of financial statements. Louisa’s clients include businesses in construction and food and hospitality, and family owned and run businesses.
Building relationships with her clients and understanding what they hope to achieve helps Louisa develop business plans and metrics around them to support the achievements and success of her clients.
Matthew Bartemucci | Hood Sweeney
Matthew Bartemucci is a chartered accountant with 20 years of experience, specialising in accounting and business advisory for family businesses, small to medium-sized enterprises and high net worth individuals. He is also an accredited Family Business Adviser with Family Business Association.
Client focused, dedicated, and understanding, Matthew specialises in the areas of business financial and management accounting, taxation and compliance, business strategy, asset protection, succession planning and governance for his clients.
Those eligible to register for this event
- FBA Family Business Member. This workshop is free for FBA members.
- Family Business Non-Member. For non-members, the $195 workshop fee is redeemable if you join FBA within 7 days of attending the workshop.
Note: This is a family business only event. Advisors should not register to attend.
Thank you to our Event host
Click here to view the terms and conditions.
Please contact the office on 1800 249 357 or education@familybusiness.org.au if you have any questions or need assistance registering for this event.
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