Research indicates family businesses consistently out-perform non-family businesses in terms of return on investment and market value.
So what are the advantages available to a family business that can make them more successful?
The Family Business Essentials workshop will provide you and members of your family with the opportunity to spend time focusing on the health of your family business, where you want to be and how you can harness your distinct competitive advantage to reach your goals.
Course outline
- Identify family and business as interconnected systems which need differing approaches to maintain performance
- Understand the structures and processes that will professionalise your family business
Content
- What makes a family business different
- The competitive advantages of family businesses
- The 3 intersecting elements of family business – family, business, ownership
- The conflicting systems of “family” and “business”
- Family business values
- 9 Key success factors for a family business
Key learning
- Understand the key elements of a successful family business
- Identify how those key elements apply to your family business
- Identify areas of your family business that require focus and set priorities
- Develop an action plan to take back to your business to refine and implement
Who should attend
- All family members involved in strategically guiding the family business
- Family businesses that do not have the wisdom of previous generations to draw upon
Facilitator
Daniel Trimarchi KPMG (VIC)
Daniel has worked in the Business Families sector for over 14 years, working in Australia, the UK and Canada. In addition to his current role as a Director with KPMG Australia, he is the Global Managing Director for KPMG Private Enterprise’s Global Centre of Excellence for Family Business.
Daniel is an Accredited Advisor with Family Business Association, specialising in providing governance consulting services to enterprising families, family offices and high net wealth individuals who are managing change and complexity within their family and business systems. Providing clear frameworks and structures, he seeks to understand their objectives and definitions of success allowing families to co-create an effective plan for the future governance of their business and wider enterprise, including decision making, investment and communication frameworks.
Those eligible to register for this event
- FBA Family Business Member. This workshop is free for FBA members.
- Family Business Non-Member. For non-members, the $195 workshop fee is redeemable if you join FBA within 7 days of attending the workshop.
Note: This is a family business only event. Advisors should not register to attend.
- Light refreshments will be provided.
- After 5 Connect will take place at Albion Hotel after the workshop - Please ensure you register here Family Business Association - NSW After 5 Connect - May 2025
Please contact the office on 1800 249 357 or education@familybusiness.org.au if you have any questions or need assistance registering for this event.
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