Every family business needs to start planning for their future leadership. Whatever your planning horizon is to transitioning your business, now is the time to start having the conversation.
Succession is one of the greatest challenges associated with running a family business. Planning well maximises the chance of continuing the legacy you have built. If not, the results can have negative long lasting impacts on both the operations of the business and the dynamic of the family.
FBA’s Planning Succession for Family Business course will provide you with hands on tools necessary to begin establishing a succession plan. Supported by the use of a case study, you will learn the different options for both leadership and ownership transitions. This is an opportunity for current business leaders, future leaders and managers as well as any other parties involved in the transition process to get a head start.
Course outline
- Why is Succession Planning important for you?
- Overview: Leadership and ownership transitions
- Stages of family business development
- Leadership transition: Incumbent and successor perspectives
- Intergenerational dialogue
- Implementation: Moving from knowing to doing
Key learning
- Understand the fundamental ground rules for leadership succession
- Determine the key challenges of succession and how to manage these successfully
Who should attend
- Current and future leaders and managers of the family business
- Non-family executives and other key stakeholders in the transition process
Course Structure
This course will be delivered in-person over one day.
Facilitators
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Havana Mar, Partner, KPMG Enterprise Havana joined KPMG in 1992, and has been a Private Enterprise partner since 2006. Havana works with mid-sized businesses as well as in the area of trusts and personal taxes. She understands the dynamics of family-owned businesses, and has a strong interest in assisting with business growth, tax and asset planning, and ensuring tax and accounting compliance. |
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Kim Dolman, Director, KPMG Enterprise Kim is a Director in the Private Enterprise team at KPMG and began with the firm over 20 years ago. She spent 8 years in London working as a General and Finance Manager for a privately-owned company before returning in 2016. Since then, Kim has been dedicated to working with high-net-worth individuals, family trusts, and family businesses. She is a Member of Chartered Accountants Australia and New Zealand and is an accredited KPMG STEP Family Business Advisor |
Early bird rates close on 27 March 2025.
Click here to view the terms and conditions.
Please contact the office on 0800 249 357 or info@familybusiness.org.nz if you have any questions or need assistance registering for this event.
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