BusinessOfferingsFamily Business Programs
OnCourse Family Business Offerings
We collaborate with family business leaders in these areas:
- Authentic Family Interactions: Facilitating long-needed sessions to address and resolve challenges, tensions, or disconnects within the family … and then create a framework of respect and protocols for go-forward interactions
- Corporate Governance: Establishing the organizational structures, roles, responsibilities, and protocols for corporate direction, oversight and execution
- Leadership Development and Succession Planning: Accelerating the education and maturation of the Rising Generation to realize their own destiny—within or outside of the family enterprise
- Family Governance: Getting consensus on values, mission, and engagement rules within family leadership; establishing a family constitution, family council, family office, and family committees as the foundation for an enduring, flourishing family
- Transfer of Ownership: Navigating the interpersonal, legacy, and emotional components of any change in ownership from inter-generational transfers to sale of the enterprise
- Family Meeting and Retreat Facilitation: Creating a safe, vibrant, intentional, productive, and fun environment for enacting family business and strengthening family bonds
- Networking: Connecting family leaders with a network of world-class family specialists (estate planning, wealth management, tax planning, legal, philanthropy, M&A)
Common Family Business Situations
- Most family members involved in the business are reasonably aware and mature. The family business leaders wish to collaborate on how best to groom the rising generation to assume substantial roles in the enterprise.
- Unclear roles, agreements, ownership stakes, or leadership succession are draining energy in a family business.
- A next-generation child in a family business seeks more responsibility, but the parents or other family members don’t feel the child is ready.
- Squabbling or warring exists among family members in the business (… or not in the business), and family leaders aren’t sure how to mediate.
- A family member desires a career outside of the family business, but feels pressure to join or stay in the business.
- The family dynamic is dysfunctional. One or more family members are torn on whether to work in and through the dysfunction, or exit the dynamic and take care of themselves.
