Add value for your family business clients

Deepen your understanding of the unique needs of family businesses so that you can successfully guide your clients through challenging transitions and see their business go from strength to strength.

Deepen your understanding of the unique needs of family businesses so that you can successfully guide your clients through challenging transitions and see their business go from strength to strength.

Who will benefit?

Lloyd’s family business experience and expertise can benefit a wide range of professional service providers including:

  • Accounting firms
  • Legal firms
  • Financial services firms
  • Financiers and financial brokers

Lloyd’s family business masterclasses cover a range of non-legal, non-accounting areas such as:

  • Family business continuity
  • Values based drivers of family business
  • The development and maintenance of a robust ‘succession team’ to add value to the family business

How Lloyd can help

Depending on your needs, there are a number of ways Lloyd can work with you:

Seminars and events

Lloyd is also able to team up with professionals in other fields to present joint seminars or events (such as business breakfasts/dinners and professional membership association events) for your clients. These events can help highlight to clients the need for a united ‘succession team’ that is aligned with the goals and aspirations of the family business.

Group information sessions

Following up on the initial consultation sessions, Lloyd is able to conduct broader group information sessions for team members on a specific topic to enable a deeper knowledge of how it integrates within family businesses and across the various generations.

In-house masterclasses

Lloyd will come to you and conduct in-house sessions with key decision makers so that they can apply the knowledge across their portfolio AND train their team in the process to add value to their clients

Possible topics include:

  • The diversity of family and non-family members with specific attention of their dynamics, relationships and interactions
  • Family behaviours and how to identify these early to ensure the business benefits
  • Family business strategic planning and how it differs from planning inside a conventional business
  • The phases of family business evolution that are the real drivers of the family
  • Balancing cognitive intelligence (IQ) and emotional intelligence (EQ) in-house, within wider networks and for the client
  • Family governance frameworks such as family councils and family charters

Working together adds real value

Through working with Lloyd, participating firms have gained:

  • Insights into the family dynamic drivers of their client’s businesses
  • An understanding that a ‘succession team’ adds value to their client and their own professional reputations
  • The ability to drill down into the family business via non-financial drivers to assist the client to make better business decisions
  • An understanding that working with other professional services adds value to their service offering rather than detracts and enables them to achieve better results with their clients

Get in touch

For an even more in-depth understanding of family business and how you can add value for your clients, give Lloyd a call on 0413 549 748 or drop him a line using our inquiry form

In family business, there are additional challenges, which, if handled correctly can turn into opportunities.