Latest News

Solving the Puzzle of Ownership Alignment in a Family Enterprise

Monday, 14 August 2017

alignment  noun | ə-ˈlīn-mənt State of agreement or cooperation among persons, groups, nations and the like with a common cause or view

 

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Seven Steps to Recruiting Value Add Independent Directors

Monday, 14 August 2017

Incorporating independent directors into a family firm’s board is considered one of the standards for family business success. The prospect of

 

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Delivering a Difficult Message: Performance Feedback in a Family Business

Monday, 14 August 2017

“My brother is not pulling his weight at work, which means more work for our mother and me. I don’t know what to do about it… so I do nothing,

 

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Document Templates

The following are available in PDF format for you to view/download: 

 

 

 

PwC Next Generation Report 2016

 

Next generation of family business leaders ambitious to drive change but struggle with getting their voices heard.

Key Findings here.

 

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The Business Plan Template 

Planning should always be the first step in developing a business. A business plan gives your business direction and is designed to give you a framework to help to develop your business ideas.  This template can help you develop business goals, research your market, and manage your finances.

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Family Business Summary Article 

Making sure your business has the future you would like it to have requires planning. It cannot be treated as an event you will get around to in the future or close to retirement. It is a structured process of asking questions, making plans and executing them. While succession may lie in the future, succession planning is a present necessity.

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Succession Planning Checklist 

This checklist will provide Family Business owner managers with a number of questions to consider that relate to their state of preparedness for family succession/transference

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Succession Planning Best Practice

Succession management can help organisations and Family Businesses by unearthing talent which will drive the business for years to come. The following succession planning best practices can help to avoid common pitfalls.

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Sale and Succession Planning 

Research worldwide indicates that only one third of family businesses transfer successfully from one generation to the next.

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Drivers 

A key business driver is something that has a major impact on the performance of your business. A whole range of internal and external factors affects the performance of every business.

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Tax Reliefs - Business Succession 

A guide to reliefs from taxes for Family Businesses in Ireland (updated January 2015 with thanks to Aisling Donohue, O'Boyle & Co Accountants, Longford http://www.oboyleandco.ie 

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Converting a private company under the new company law rules

 

 

 

 

 


 

 

 

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