Financial Essentials for Family Business
Gain the financial knowledge you need to make informed decisions and secure the future of your family business. Financial Essentials is a course designed to help you understand the financial health of your business, establish performance indicators, and assess its true value.
With a focus on family business-specific financial challenges this course will equip you with the tools to drive growth and strategic decision-making.
Throughout the course, you will learn to establish key financial indicators, build financial dashboards, and assess the value of your business.
The course is practical, offering actionable insights that you can apply directly to your family business, helping you to manage its finances and plan for future success.
"The course was very informative and highlighted where there were weaknessess/gaps in financial reporting in our family business. It was great to learn how to calculate ratios and the examples provided gave us some great ideas for our AGM"
— Justine McAlpine, Three Three's Condiments
Key Learnings:
- How to use financial information for strategic decision-making aligned with your business' goals.
- Identify key financial indicators to monitor and improve your family business' performance.
- Create and use financial dashboards to measure the true financial health of your business.
- Learn the different methodologies for valuing your family business.
- Understand how to manage competing family priorities from a financial perspective.
Who Should Attend?
- Directors and shareholders.
- Senior management teams.
- Next generation members of the family business.
Available Dates
At this time, we do not have any pre-scheduled Financial Essentials courses across Australia and New Zealand.
Please express your interest below, as from time to time we may create a course to fit demand.
Private Course:
If you are interested in running a private internal Financial Essentials course in your family business, please reach out to our Education Program Manager, Sarah Herft, or your State Representative.