Owner

Owners Set the Tone and Influence the Future of the Family and the Enterprise

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How We Help

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Owner's Strategy Statement
Bench facilitates alignment conversations to clarify future family and enterprise goals as well as how to achieve them.
Owner's Strategy Statement
Owner's Constitution
Bench facilitates a process for codifying your family's vision, mission, and purpose.
Owner's Constitution
Shareholder / Operating Agreement
Bench works with your legal counsel to create or amend your family's agreements so that they reflect where your family is and intends to go.
Shareholder / Operating Agreement
Family Participation Plan
So that family members are aware of the requirements of being involved in the business, Bench provides the framework for designing the plan, facilitating meetings, creating drafts, and socializing plans.
Family Participation Plan
Next Generation Development
Bench works with your family and its advisors to identify the skills and capabilities needed to be a responsible future owner and then develops and delivers the corresponding curriculum.
Next Generation Development
Communications Planning
To promote awareness, understanding, and alignment, Bench determines communication needs across all ownership constituencies and develops strategies and materials.
Communications Planning
Owner's Strategy Statement
Owner's Strategy Statement
Bench facilitates alignment conversations to clarify future family and enterprise goals as well as how to achieve them.
Owner's Constitution
Owner's Constitution
Bench facilitates a process for codifying your family's vision, mission, and purpose.
Shareholder / Operating Agreement
Shareholder / Operating Agreement
Bench works with your legal counsel to create or amend your family's agreements so that they reflect where your family is and intends to go.
Family Participation Plan
Family Participation Plan
So that family members are aware of the requirements of being involved in the business, Bench provides the framework for designing the plan, facilitating meetings, creating drafts, and socializing plans.
Next Generation Development
Next Generation Development
Bench works with your family and its advisors to identify the skills and capabilities needed to be a responsible future owner and then develops and delivers the corresponding curriculum.
Communications Planning
Communications Planning
To promote awareness, understanding, and alignment, Bench determines communication needs across all ownership constituencies and develops strategies and materials.

Use Cases

To navigate the tension around the future of the business.
To ensure owners understand and embrace the risks associated with the business goals.
To promote continuity of the family legacy through responsible ownership.
To create clear guardrails between owners and enterprise leadership.
To increase alignment among owners or between owners and the management team.
To ensure family members in the enterprise are qualified for and in the right roles.
To manage conflict productively and maintain priorities while balancing family requests.
To determine whether to keep, split or sell their business.
"The outcome was a huge net positive. There was an uptick in enthusiasm from my siblings and our conversations got better. I was absolutely thrilled with where we went in and came out. It’s night and day. We got monthly owner meetings scheduled. Everyone is very happy with it."
Owner, Director, Leader, and G3 Family Member

Download the Family Participation Plan Guide!

Building a Family Participation Plan is one of the most meaningful exercises a family can go through. Strengthen bonds, eliminate confusion, and reduce conflict by clarifying how your family members join, navigate, and succeed in your family enterprise.
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Who We Help
Owner
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