Is Your Family Ready for the Next Chapter?
Navigating the transition of leadership, governance and ownership in a family business can be challenging. The Family Enterprise Advisor (FEA) Program offers a unique, no-cost opportunity for your family to gain expert guidance as you plan for the next chapter of your family enterprise.
Through this program, you will collaborate with a diverse team of experienced advisors to navigate the complexities of transitioning your family enterprise to the rising generation.
What is the FEA Program?
The FEA Program equips professional advisors with the expertise to support family businesses through generational transitions. By collaborating across disciplines, advisors provide holistic guidance on governance, leadership, ownership, succession and more to ensure families are prepared for long-term success.
As part of the program, participants collaborate with a real business family—a Pioneering Family—to apply advanced continuity tools and frameworks, helping families strengthen and sustain their enterprises for the future.
Why Participate as a Pioneering Family?
Expert Guidance Tailored to Your Unique Needs
Work with a team of professional advisors who provide customized solutions through in-depth discovery and strategic insights, helping your family navigate multi-generational transitions with confidence.
Multi-Disciplinary Expertise for Holistic Support
Gain well-rounded advice from a variety of specialists with backgrounds in areas such as accounting, law, wealth management, governance, leadership development and others to strengthen your family enterprise.
Strengthened Communication & Risk Mitigation
Foster stronger inter-generational alignment while proactively addressing the risks related to transitioning your business, wealth and other assets to future generations.
The Project Process
The project is structured in three phases to ensure that your family receives a valuable, insightful experience.
Initial conversations to set expectations, outline the project’s goals and ensure confidentiality.
One-on-one interviews with family members, followed by a feedback session where the team shares key findings and works with you to prioritize issues.
The team presents their high-level recommendations and next steps, empowering your family to build an actionable plan to move your planning forward.
Common Questions
The total time commitment for your family is approximately 8-10 hours, over a 3-4 month period, including individual interviews, feedback sessions and final recommendations.
Your family’s privacy is guaranteed, with all information kept confidential and identifiable details omitted in any presentations.
Why Becoming a Pioneering Family is Worth It
By participating in the program and becoming a Pioneering Family, you will receive actionable recommendations and valuable strategic advice from a team of experienced professionals committed to helping your family advance your succession planning.
Get started today!
Join the FEA Program as a Pioneering Family and shape the future of your family enterprise with expert guidance tailored to your unique circumstances.
For more information, contact Mary Thomson at mthomson@familyenterprise.ca.