STANDARD PRESENTATION PACKAGE

Our fees include:

• A custom designed presentation for your family meeting.
  
• Facilitation of discussions.
  
• Relevant reading on the selected topic delivered to each meeting attendee at least two weeks in advance of the meeting. (Up to 10 people – beyond 10 participants reading materials are charged at retail prices on our web site, roughly $18.95 - $35 / book)
  
• Assistance in crafting the family meeting’s agenda.
  
• Handouts.
  
• Conclusions and Action Steps.
  
• Up to 60 minutes of telephone time with the company’s CEO or Family Leader to identify your family’s specific needs.

Our fees do not include:

• Airfare (coach for US based travel), ground transportation, meals, lodging (standard room) or similar out-of-pocket expenses. These fees will be billed to the company at cost.

UPGRADE PACKAGE

The Upgrade Package includes:

• Everything included with the Standard Package.
  
• Assessment of how your owning family perceives it’s levels of agreement and conflict on a wide array of critical family business areas including succession, wealth, governance, strategy, compensation, employment in the family business, family unity and harmony, and many others.
  
• Use of The Family Business Survey© - tested and validated to reliably measure perceived agreement.
  
• Report and summary of the Survey’s findings.
  
• Presentation and interpretation of the Survey’s report.
  
• Recommendations and identification of conversations your business-owning family needs to have and the order in which they should occur.

Register below to speak confidentially with a representative of The Family Business Consulting Group® who will assist you in arranging an interactive, professionally facilitated workshop and discussion.

Our family meeting is scheduled for in .

First Name	*
Last Name	*
Title
Company Name
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	Topics I am interested are:
topic 1	Choose... Succession Family Meetings Preparing Successors for Leadership Preparing the Next Generation for the Responsibilities of Wealth Preparing Family for the Responsibilities of Ownership Writing Your Family Constitution Writing Your Family Mission Statement Family Business Compensation Choosing & Using Advisors The Purpose of Capital in the Family Business Why Change is Important & Difficult & How To Make Change Happen in the Family Business Sibling Teams – How To Make Them Effective and Workable Family Business Policies – What are the Rules of the Game? Managing the Family – Non-Family Key Employee Relationship Family Business Ownership: How to be an Effective Shareholder Conflict & Communication in the Family Business Letting Go: Preparing to Relinquish Control of the Family Business Creating Effective Boards of Directors in the Family Business Family Business by the Numbers Career Development in the Family Business Non-Family Employees Working in a Family Business Other...
topic 2	Choose... Succession Family Meetings Preparing Successors for Leadership Preparing the Next Generation for the Responsibilities of Wealth Preparing Family for the Responsibilities of Ownership Writing Your Family Constitution Writing Your Family Mission Statement Family Business Compensation Choosing and Using Advisors The Purpose of Capital in the Family Business Why Change is Important & Difficult & How To Make Change Happen in the Family Business Sibling Teams – How To Make Them Effective and Workable Family Business Policies – What are the Rules of the Game? Managing the Family – Non-Family Key Employee Relationship Family Business Ownership: How to be an Effective Shareholder Conflict & Communication in the Family Business Letting Go: Preparing to Relinquish Control of the Family Business Creating Effective Boards of Directors in the Family Business Family Business by the Numbers Career Development in the Family Business Non-Family Employees Working in a Family Business Other...
topic 3	Choose... Succession Family Meetings Preparing Successors for Leadership Preparing the Next Generation for the Responsibilities of Wealth Preparing Family for the Responsibilities of Ownership Writing Your Family Constitution Writing Your Family Mission Statement Family Business Compensation Choosing and Using Advisors The Purpose of Capital in the Family Business Why Change is Important & Difficult & How To Make Change Happen in the Family Business Sibling Teams – How To Make Them Effective and Workable Family Business Policies – What are the Rules of the Game? Managing the Family – Non-Family Key Employee Relationship Family Business Ownership: How to be an Effective Shareholder Conflict & Communication in the Family Business Letting Go: Preparing to Relinquish Control of the Family Business Creating Effective Boards of Directors in the Family Business Family Business by the Numbers Career Development in the Family Business Non-Family Employees Working in a Family Business Other...
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