Every family business needs to start planning for their future leadership. Whatever your planning horizon is to transitioning your business, now is the time to start having the conversation.
Succession is one of the greatest challenges associated with running a family business. Planning well maximises the chance of continuing the legacy you have built. If not, the results can have negative long lasting impacts on both the operations of the business and the dynamic of the family.
FBA’s Planning Succession for Family Business course will provide you with hands on tools necessary to begin establishing a succession plan. Supported by the use of a case study, you will learn the different options for both leadership and ownership transitions. This is an opportunity for current business leaders, future leaders and managers as well as any other parties involved in the transition process to get a head start.
Course outline
- Why is Succession Planning important for you?
- Overview: Leadership and ownership transitions
- Stages of family business development
- Leadership transition: Incumbent and successor perspectives
- Intergenerational dialogue
- Implementation: Moving from knowing to doing
Key learning
- Understand the fundamental ground rules for leadership succession
- Determine the key challenges of succession and how to manage these successfully
Who should attend
- Current and future leaders and managers of the family business
- Non-family executives and other key stakeholders in the transition process
This course will be delivered in-person over two sessions, with each session scheduled at a different time.
Please refer to the course structure below for specific timings.
Course Structure
| Session | What is involved | Details |
| Day 1 |
|
Wednesday |
| Day 2 |
|
Thursday |
Facilitator
Agnes Vacca | KPMG (WA)
Agnes has over 30 years of experience working with family business owners, their finance teams and managers to develop strategies and implement restructures to ensure their businesses are operating in optimal business structures to facilitate business growth, future exit strategies and tax effectiveness. Agnes specialises in facilitating the development of goal focused business strategies including business transition, finance and reporting process improvement, cash-flow forecasting, budgeting, sensitivity analysis, business planning and finance proposals.
Early bird rates close on 25 June 2025.
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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