Policies & Procedure for Family Business

Introduction

This practical training program is designed with:

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

How you will benefit

  • Understand the importance of clear and well-defined policies and procedures in a family business.
  • Develop and implement a comprehensive policy manual covering key areas such as human resources, finance, operations, and safety.
  • Learn to create and document standard operating procedures (SOPs) for key business processes.
  • Enhance internal controls and minimize operational risk.
    Improve efficiency and productivity through standardized processes.
  • Ensure compliance with legal and regulatory requirements.
  • Communicate policies and procedures effectively to all stakeholders.
  • Regularly review and update policies and procedures to ensure their effectiveness.

Who should attend

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

What you will cover

  • Employment and family policies those clarify expectations
  • Integrating your child into your company
  • Closing the generation gap

  • Creating an organizational chart of your family business
  • Managing unproductive partners
  • preventing deadlock
  • Engineering the entrepreneurial spirit

  • Sibling partners need an openness policy
  • Achieving unity in a large family
  • The right way to make decisions
  • Splitting the business to unify the family

  • The secrets of successful family business successors
  • How to introduce your successor to key outside stakeholders
  • When the successors don't take charge
  • When to recruit an interim leader

  • The best fit corporate structure
  • Building an effective board
  • Designing a family business governance structure
  • Creating a family holding company

  • Building a family code
  • Building a family ethic policy
  • Why do you need a policy on prenuptial agreements

  • Transitioning to equitable base pay for family employees
  • Executive compensation strategies for private companies
  • Is an ESOP appropriate for your company

  • Developing a strategic plan
  • Diversifying your holding
  • Creating value through strategic acquisitions

  • Financial best practice for family businesses
  • Agreement with relatives should be put in writing
  • Dividend policity

Ready to enroll

Course information

Policies & Procedure for Family Business

Your information

ARE YOU ELIGIBLE FOR A DISCOUNT?


If you enroll more than one person on the same course you will automatically receive a 10% discount (per person).

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