2-Day Workshop
Families-in-Business 2-Day Workshop
Bench Family
Alignment Workshops
A two-day immersive workshop for families-in-business looking to eliminate family friction, align family interests or navigate a generational transition.
Bench Family Alignment Workshops
Ready to Get Started?
Workshop Objectives
Bench Family Alignment Workshops are designed to not only reach conclusions related to your business, but to also help you build a stronger foundation for a more cohesive family.
- 1
Help family members gain a deeper understanding of one another.
- 2Create an owners strategy and vision for your business.
- 3Map priorities for the family and the business in the coming 1, 3, 5, and 10 years.
- 4Identify critical decisions and develop a decision-making framework for them.
- 5Outline family employment and participation guidelines.
- 6Review current family and corporate governance and identify areas that need to be addressed.
ABOUT
As a 3rd generation owner and board member at my family’s company, Sargento Foods, Inc., our family navigated this process and successfully transitioned our family business from the 2nd generation to the 3rd.
By participating in this process, first-hand, coupled with years of advising family businesses both large and small, I have built a process to help families determine the best approach to move forward.
~ Josh Gentine, Founder
OVER THE NEXT 20 YEARS, MILLIONS OF U.S. FAMILIES WILL FACE THE DECISION OF WHAT TO DO WITH THEIR FAMILY BUSINESSES.
The questions that will accompany this significant decision are seemingly endless.
- Do you sell it to a competitor?
- Do you gift or sell it to the next generation(s)?
- If you transition the business to the next generation, how do you have these conversations and make sure you don’t break your family nor the business in the process?
- How do you even start to think about the decision and the implications?
The answers to these questions are not easy to find, but Bench Family Alignment Workshops are designed to help you and your family discern the best path forward and then put actionable plans in place to realize your decision.
Workshop Deliverables
Personality assessment and 90-minute pre-workshop coaching session.
Custom FamilyNavigator diagnostic identifying strengths and weaknesses across four dimensions:
2 Your family, as a system.
3 Your business.
4 Your transition plans and governance.
Family vision, mission, and values statements.
Family and family business decision inventory and decision framework.
Family participation and employment plan.
Family business transition roadmap with action plans and timelines.
Process & Timeline
virtual
in-person
virtual
Stakeholders complete personality diagnostic and FamilyNavigator
Stakeholders meet
1:1 with advisor
for confidential coaching session
and interview
Kick-off
Family
Dinner
Two-day
in-market,
in-person,
workshop
Coaching call and
Family.Inc
onboarding
Coaching call and progress assessment
Coaching call and progress assessment
Bench Family Intensives