The 8-STEP Plan to Family Business Harmony

Outline

Step 1 • Learn the 3-Circle Model ……………..p3
Step 2 • Start the ConversaDon …………………p4
Step 3 • Get Outside Help …………………………p5
Step 4 • Invest the Time (and effort) …………p6
Step 5 • Stay Flexible ………………………………..p7
Step 6 • Talk (and talk more) …………………….p8
Step 7 • IniDate Some Governance …………..p9
Step 8 • Think Like a Family Office ………….p10