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Shift Your Family Business                               Monthly Insights                                                  May 2017

Tip of the month:
 

When things are going well, it's a good idea to think about just how to make sure they stay that way. Don't wait until the poop hits the proverbial fan.

You know that some things will change with time, and you know that relationships between key people will also change, as people age and their responsibilities get larger, both inside your the business and outside.

In a Family Business, it's never too early to start.  This is exactly the time to work on figuring out, via lots of discussions, how to structure things for the next stage.
 


What's new:




FEX Halifax
Two organizations to which I belonged for the past few years, CAFÈ (Canadian Association of Family Enterprises) and IFEA (Institute of Family Enterprise Advisors) have joined forces in the past year, and their inaugural Symposium is coming up in just a few weeks.

I will be there and I look forward to seeing old friends and making new ones.  The speaker line-up in second to none.  If you are there and we have not yet met in person, please make a point to say hello.
 


Blog of the Month:
 

Is Your Family “In Line”, or Aligned?

The subject of family alignment is near and dear to my heart, and it has been for a few years now, probably since I first heard it.

Family alignment can mean different things to different people, but in the arenas of family business, family legacy and family wealth, it seems to be

Read more >



Outside link of the month:
 

This section of the monthly newsletter is often used to bring you pieces from some of the big players in the industry,  like the huge accounting firms or Universities.  But it isn't just big budget organizations that put out great stuff. 

This month's link comes from a colleague of mine from California.  I have got to know Richard through the post-graduate program at the Bowen Center, and I always enjoy his perspective on things in this space.

Your time spent on this piece will be well worth it.

Fair Process in Making Family Business Decisions >




 
Until next month's newsletter.
I hope you enjoy my weekly blogs in between.




Steve Legler
MBA, CFA, FEA
Family Business Advisor
450-923-9393
http://shiftyourfamilybusiness.com/
 
 
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