Recent Presentations

March 21, 2014

Chicken Soup For Minority Shareholders: A “Potpourri” of What To Consider Before Making Somone an Owner of Your Family Businesspresented by Larry Hause and Thomas Judd

Changing ownership of a family business be difficult and intense. So who should be owners of the Family Business now and in the future, and what should be considered when answering this question? This session will be an open forum that touches on all of the ”who, why, when, what and how” of making someone a shareholder and the “three Rs” of minority ownership: rights, remedies and responsibilities. You will have the opportunity to discuss your own ownership questions, and consider making ownership available to investors and key employees, allocating ownership among children and grandchildren, and handling ownership when some family members work in the business and other do not.

What you will learn:

  • Roles and responsibilities of shareholders
  • Risks involved when rewarding a non-family employee with shares
  • Establishing the groundwork for effective decision-making communication
Larry Hause Hause Family Business Transitions, LP
Larry Hause
Hause Family Business Transitions, LP
 

October 16, 2013 San Diego, CA

Family Firm Institute Global Conference

Seminar:

"Family Business Advising and Consulting:

The Action Research Model as Applied to 

Family Enterprises"

 

This course provides a foundation in and understanding of:

  • how to deploy a family business consulting model that has its foundations in action-research methodology
  • what it means to ‘be in the room’ with clients through scenarios depicted by actors portraying four of the basic steps of the consulting process
  • the skills needed for working effectively with family enterprise client systems during the change process
  • how to use your own skills through interactive feedback sessions posed at the end of each scenario

Faculty: Cary Tutelman

 Hause Family Business Transitions - (952) 681-7125 CJT Company - (952) 941-8864