Family Business Bootcamp

Leveraging his client experiences as well as his lived experience as a third-generation owner and director of Sargento Foods Inc., family business advisor Josh Gentine designed a relatable and practical approach for families in order to avoid painful mistakes and build a multi-generational legacy.

This workshop is heavy on practice, light on theory. Our practical strategies will enhance your current efforts or jumpstart much-needed action.

Please note: These bootcamps are open to family owners, next generation owners, and select, non-family leaders with approval. Our focus is on application and implementation and thus, attendees will be asked to complete some pre-work and attend post-bootcamp working sessions.

01

Reflect on where you are and want to go, as a family and enterprise

02

Identify key risk factors within your family and organization

03

Understand best practices and tactics to mitigate risk factors

04

Develop an action plan to address potential pitfalls and realize your aspirations

Assessing transition risk

Addressing owner and family conflict

Family business alignment: what it means and how you get it

Preventing nepotism through values, communication, and governance

Transitioning ownership and leadership

Building strong corporate and family governance

A board of directors: why, when, and how

Keswick Hall | Keswick, Virginia

701 Club Drive, Keswick, VA 22947

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The American Club | Kohler, Wisconsin

102 Orchard Road, Kohler, WI 53044

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Day 1 - Travel Day

Arrive and connect with other participants at the optional opening events.

4-6 pm: Welcome Cocktails and Hors d’oeuvres

6-9 pm: Optional Dinner

Day 2

Focus on understanding your FamilyNavigator results and establishing your current and desired future states. As we dig into the gap between both states, the ultimate objective is to determine how you get from where you are to where you want to be, in terms of the family and the business.

7:30-8 am: Breakfast

8 am-12 pm: Hogan Workshop

12-12:30 pm: Lunch

1-3 pm: Current State Analysis

3-5 pm: Education Session

7-9 pm: Cocktails and Dinner

Day 3

Develop action plans and accountability structures. As we wrap up the bootcamp, we’ll talk about how to drive change in your family and family business.

8-10 am: Education and Discussion

10 am-12 pm: Action Planning

12-4:30 pm: Working Lunch and Readout

Before

To prepare, you’ll be expected to complete:

Hogan Assessments

You will complete the Hogan Assessments because behavior matters so much in families and family businesses. These personality assessments have been one of the most important parts of our work with clients.

FamilyNavigator

You and select family members or business leaders will complete a survey on the current state of your family business and how it operates. This information will inform the action planning part of the Bootcamp.

During

During the Bootcamp, you will engage in:

Current State Assessment

We will leverage the FamilyNavigator insights to understand where your family is on its journey as well the risk factors that matter for your multi-generational planning.

Education and Coaching

We will share governance frameworks and identify tactical solutions so that you can mitigate the risk factors for you, your family, and your family business.

Action Planning

We will facilitate action planning and also crowd-source ideas and challenges so that you can walk away with very clear next steps and strategies to navigate potential roadblocks successfully.