The Family Business Shareholder's Handbook

Family Business Shareholder's Handbook
The Complete Resource for Effective Active and Inactive Shareholder Dealings

The 124-page Family Business Shareholder's Handbook focuses on helping active and inactive family company owners to understand and work effectively with each other. The 11th in our series of acclaimed Handbooks, The Family Business Shareholder's Handbook covers such important topics as:

  • Boards of directors and family councils
  • Resolving conflicts over investing in the business vs. paying shareholder dividends
  • Including the whole family in setting important governance policies
  • Shareholder valuation

1. Strategy and Vision: Entrepreneurial leadership
Entrepreneurial governance in the family firm - Frank Hoy and Pramodita Sharma
Don't compromise values for the sake of profit - Keith Campbell
A family enterprise in constant evolution - María Luisa Ferré Rangel
To ensure a healthy future, a family firm needs two plans - Peter von Braun and Richard Narva

2. Harmony and Consensus: Family team building
Family shareholders must understand their obligations - Ivan Lansberg
Fostering a culture of stewardship - Ellen Frankenberg
Put it in writing - Larry Hollar
Managing family conflicts that lurk beneath the surface - Dirk Jungé
Harmonious decision making in the family business - Ellen Frankenberg
Moving smoothly through transitions - Amelia Renkert-Thomas

3. Governance and Oversight: The role of the board
Professionalize your family firm - Don S. Hershman
Private family firms offer advantages over Wall Street - Glenn R. Ayres
Family business boards: The same, but different - Robert H. Rock
Governance of companies at the cousin stage - John L. Ward
Sample board policies for family companies
Outside directors offer a fresh perspective - Deanne Stone
Outside directors' emotional role - Gerald Le Van
Ten reasons not to create an advisory board - Ellen Frankenberg

4. Values and Mission: Family governance
A guiding vision inspires family business stakeholders - Margery Engel Loeb
A family council elevates the family's status - Ivan Lansberg
Good governance for a family and its business - Jack Moore and Tom Juenemann
The Eddy Family Council: Meeting and eating since 2000 - Charlotte Lamp
A structure to aid large, dispersed families - François de Visscher
Creating a family holding company - François de Visscher
Developing a family communication policy - Jan Sten
How to plan a successful family meeting - Mike Cohn
The role of a family leader - Sharon Nelton
Strengthening connections in a large family - Margaret Steen

5. Shareholders and Stakeholders: Resolving financial and ownership issues
An early-warning system to guard against failure - Sydney Finkelstein and Eric M. Jackson
A war against family control - James E. Barrett
Publicly owned and family-run - Deanne Stone
Minority shareholders: Handle with care - François de Visscher
Buying out an elder partner - Mike Cohn
Later-generation firms need a real CFO - François de Visscher

6. Capital and Assets: Fostering fiscal prudence
The risk-reward paradigm in family businesses - James Olan Hutcheson and Mary Ann Zimmerman
Don't neglect asset ownership planning - Joan K. Crain
Diversify your holdings to protect your wealth - Joe M. Goodman
Real estate risks and opportunities - G. Scott Budge and Geoffrey N. Irvine
When shareholders lose their patience - François de Visscher
Should you sell your company? - David N. Deutsch

7. Succession and Stewardship: Challenges for the next generation
Cultivating ownership in the next generation - Greg McCann
Setting a standard for future generations - Richard Salomon
Successors must gain shareholders' trust - Ivan Lansberg
A successor chosen by the board - Barbara Spector
Building a family firm that lasts - Ernesto Poza

8. Resources

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