Family Business Newsletter
Get the latest ideas and thinking on transitioning a family business to the next generation.
How to Successfully Build, Manage & Transition your Family Business
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- Start the key conversations around family dynamics, where “Business” and “Family” overlap, (even if you have been avoiding them)
- Create a workable plan, to transition both the family’s valuables and the family’s values to the rising generation
- Understand how lawyers, accountants and financial advisors can (and should) work together, to better serve the family
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Who is Steve Legler?
Family Business Advisor
STOP working in your family BUSINESS,
START working on your business FAMILY
Steve’s Family Business Expertise:
- Succession Planning in Family Business
- Succession Managment in Family Business
- Family Work Relationships
- Family Legacy
- Managing Sibling Rivalry
- Family Business Harmony
- Family Business Governance
About Steve Legler
Some people work their butt off for their whole life trying to build a business for their family. They often dream about how great it will be for the family to work together with a common purpose. But the dream doesn’t always work out the way they imagined, because it is a LOT more complex than they ever imagined.
It isn’t usually the business part that trips them up, more often it is the family part. The roadblocks usually show up when it comes time to truly transition the business to the next generation, and this is where Steve comes in. He specializes in helping families turn their dream into a workable plan, using a step-by-step method to get everyone on the same page.
Once the family has completed his Business Family Continuity BluePrint, all family members will see the family’s goals, and they will understand their roles. Steve then helps them all figure out how they can move forward, working together.
Steve is a proud FEA Designate (IFEA) and holds ACBFA and ACFWA certifications (FFI), in addition to having an MBA (UWO-Ivey) He is also a CFA charterholder (CFA Institute), and the author of Shift your Family Business (Friesen Press, 2014)
5 Things you Need to Know about Sibling Rivalry
Professionalizing a Family Business | 5 Things You Need To Know
5 Things You Need To Know About Inheritance
Shift Your Family Business by Steve Legler
SHIFT your Family Business was written for anyone who has ever worked in a family business or been part of a business family.
Steve Legler grew up in one such family, and married into another, and in this, his first book, he examines the challenges that business families face, and gives readers lots of insights and ideas to help them face and overcome those challenges.
He concludes with some thoughts that demystify governance, and invites business families to take on a “family office” mindset to stay focused and on track.
SHIFT your Family Business is all about helping business families create the harmony they need to support the legacy they want.
“Picture two mountains with a valley in between. I am in the alley, and at the top of one mountain I see family businesses and the people working in them. When I turn the other way, I see on top of the second mountain the people who wrote all the other family business books on the specific, advanced topics in which they specialize. My main goal with this book is to bring these groups together, because I know many of the solutions in those specialized books are just what business families need.”
By Author - Steve Legler
“I have been in a room with advisors learning this stuff and I have been with family business people learning it. The family business people grasp it much more quickly. I said in the introduction that the Three-Circle Model is simple but powerful, and I can tell you that it is often an eye-opener for family business people, even though it has been around for a couple of decades.”
By Author - Steve Legler
“The governance part of this is not only the “doing it” part that comes after the talking part, but also using some tools to make things clearer and more structured, which will be very important going forward. As you prepare for this step, I invite you to look back and see what kind of progress you’ve already made just getting to this point. Many families don’t make it this far. Now if you are completely ready to embrace the idea of family, business and ownership governance, I commend you but suggest that you take things slowly.”
By Author - Steve Legler
“Managing an operating business is one thing; managing wealth is another. There are plenty of things that overlap, though, and also lots of ways that ideas and skills useful in one area can help those managing in the other area. A family that has amassed significant wealth, but that no longer owns an operating business, is much more likely to have an interest and inclination to think in family office terms. A family whose operating business constitutes a large portion of the family wealth, on the other hand, is much less likely to appreciate the benefits of adopting a family office mindset.”
By Author - Steve Legler
“Steve Legler was born into a family business. As the only son of an immigrant entrepreneur, it became clear very early on that he was expected to follow in his father’s footsteps. He spent every summer of his teens and the first three years after earning his Bachelor’s degree in commerce learning everything he could about the business. He returned to the business after getting his MBA, ready for the challenges that awaited. But within six months the family sold the operating business, going from 250 employees to four.”
By Author - Steve Legler