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Family Business Workshops

for Family Business Owners

Workshops for Family Business Owners

The USC Marshall Family Business Workshops are open to the ‘relevant members of the family business.’  We encourage broad involvement for maximum benefit. 

2-day Family Business Legacy Workshop
 “The Keys to Creating a Successful Multi-Generational Family Business,” workshop gives participants an overview of the six critical transitions a family business must navigate including succession planning, preparing the next generation, wealth preservation and more.  This workshop provides a great overview of the critical transitions and sets up many of our other programs to dive deeper into the topic area.
May 17-18, 2018:  USC Los Angeles Campus  Click Here to Register Now

½ and 1-day Workshops for Established Family Businesses
Operating and real estate businesses with revenue greater than $10 million that have gone through, or are approaching, a generational transfer will benefit most from this track. 

½ and 1-day Workshop topics include: 

•    Driving & Realizing Value in Your Family Business
This one-day workshop will give family business operators the tools and techniques to build a stronger business model and more unified team, fostering a higher probability of enduring multi-generational success.
Wednesday, January 10, 2018:  Orange County  Click Here to Register
Thursday, January 11, 2018:  Los Angeles  Click Here to Register

•    Communications, Conflict Resolution, and Negotiation in the Family Business
Successful families are masters of effective communication. This one-day workshop will cover topics ranging from emotional Intelligence and conflict resolution techniques to the art of effective family negotiation.
Wednesday, February 14, 2018:  Orange County  Click Here to Register
Thursday, February 15, 2018:  Los Angeles  Click Here to Register

•    The Keys to Working Successfully with a Family Business (for professional service providers)
Statistics indicate that, when it comes to working with family-owned businesses, over 90 percent of professional service providers do not survive the transition from one generation to the next. This workshop will give service providers crucial insights into nurturing long-term client collaborations.
Thursday, February 22, 2018  Click Here to Register

•    Roles & Liabilities for Trustees & Beneficiaries 
This course will train participants as effective trustees and responsible beneficiaries, honing their abilities and avoiding lawsuits in the process.
Wednesday, March 14, 2018:  Orange County  Click Here to Register
Thursday, March 15, 2018:  Los Angeles  Click Here to Register

•    Impact Philanthropy as a Strategic Tool
Philanthropy can be a powerful tool in bringing a family together. It can also be an important component of strengthening a business, creating a legacy and training the next generation. This workshop delves into strategies for targeted philanthropic giving as a means of family cohesion and brand enhancement.
Wednesday, April 11, 2018:  Orange County  Click Here to Register
Thursday, April 12, 2018:  Los Angeles  Click Here to Register

•    Business & Investing Bootcamp
This Saturday workshop is designed for family members who might not have a business or financial background but want to build skills to become more informed and responsible owners. You will walk away with a better understanding of how to read a P&L and balance sheet in addition to budgeting skills.
Saturday, May 12, 2018:  USC Los Angeles Campus  Click Here to Register 

•    Planning Your Generational Succession, or Planning for a Sale
Transitioning a business to the next generation is one constant in a family business – and a planned succession creates is a smoother transition. This workshop is for families who are considering a business succession within the next three to five years, will examine how to get the founder ready, the business prepared, and the family equipped for what comes next.  Special consideration will be given to techniques and tactics to structure the most tax efficient transfer, whether it is an outright sale to a third party, or a transition to the next generation.
Wednesday, May 9, 2018:  Orange County  Click Here to Register
Thursday, May 10, 2018:  Los Angeles  Click Here to Register

•    The Dynamics of Wealth & Raising Children of Means
This workshop explores the psychology of wealth, how to understand your wealth and the challenges of raising children in a household with means.  We will also discuss strategies for motivating the next generation of wealth creators.
Dates to be announced soon