Financial Management of Family Company

This practical training program is designed with:

• 16 hours training 
• 03 months one-on-one coaching

• Understand key financial statements (income statement, balance sheet, cash flow statement) and their implications for family businesses.
• Develop and implement effective budgeting and financial forecasting processes.
• Analyze financial performance and identify areas for improvement.
• Manage cash flow effectively and optimize working capital.
• Understand and manage risk, including financial, operational, and reputational risks.
• Develop and implement strategies for wealth preservation and succession planning.
• Learn to communicate financial information effectively to family members and stakeholders.

Families in Business: From Generation to Generation is intended for teams of business family members, such as:

• A chief executive officer [or top family business leader(s)] and his or her spouse
• Children of the business leader(s) and their spouses
• Siblings and their spouses/partners
• Cousins and their spouses/partners

These family members might be:

• A manager or an employee
• A board member
• A shareholder
• An interested relative, who may be an in-law

Module 1: Managing Cash Flow and Profits

Module 2: Strategic Financial Planning

Module 3: Raising Capital On Your Own

Module 4: Raising Capital Through Investors

Module 5: Going Public

Module 6: Exploiting Mergers and Acquisitions

Module 7: Compensation

Module 8: Balancing Shareholder and Company Needs

Module 9: Selling The Business