A listening path · 8 conversations
After a sale
Selling the business, or separating it, is a crossroads, and the family is still a business family on the other side. Most of the people in these conversations sold, split or reshaped what their family owned, and kept the family together. I'd listen for what each of them built next.
Mike Boyd
23George IsaacFamily Business Consultant, Board Advisor & Prior CEO of Isaac Family Businesses
Start with what owners actually receive, and George Isaac's point that the goal is learning what each owner needs, and whether the business can meet it.
Listen for What does each owner in your family need from what you own together?
38Sean Lang & Jeff WattersAppointing a Non-Family CEO & Selling a 5th Generation Business
A fifth-generation family brought in its first outside CEO, then chose to sell, and its family office now brings about 70 relatives together every 18 months.
Listen for After a sale, what would bring your family together, and how often?
11Emily Griffiths-HamiltonBuilding Your Family Bank to Owning an NBA & NHL Team
Emily Griffiths-Hamilton on why turning one asset into another is a reformat of the family's capital, not a loss.
Listen for If you sold tomorrow, what would the family's capital become?
47Srinath RajamSeparating the Family Conglomerate After 111 Years
After 111 years the TVS family chose to separate and stay family, and Srinath Rajam is candid about what it cost to wait.
Listen for Does every owner in your family have a way out that leaves the family intact?
08Paolo Delgado4th Generation Filipino Pioneering Innovation in Logistics & Agriculture
Paolo Delgado's family is the result of two prunings: buyouts of relatives, decided openly and written down, that kept the business whole.
Listen for If a relative wanted out, is there an agreed way to do it?
28Adii PienaarFirst Generation Wealth Creator & Living Life Profitably
Selling two companies created the first wealth in Adii Pienaar's family, and he wrote a family office constitution while his children were young.
Listen for What would your family back the next generation to build?
35Berry LibermanUsing Financial Capital as Force For Good in the World
Berry Liberman separated her wealth from the family's with care, kept Friday night dinner, and asks what the whole balance sheet is for.
Listen for What is your family's capital for, cash included?
44James (Jay) E. Hughes, Jr.Family Wealth: Keeping It in the Family
Finish with Jay Hughes on the capitals money can't replace, and whether what a family passes on is a gift or only a transfer.
Listen for Is what your family will pass on a gift, or only a transfer?
Other places to start
The Business Family Diagnostic · Ownership
A sale changes what you own. The family carries on.
The families in these conversations reshaped what they owned and stayed a business family. Does each adult owner in yours know what they own?
“The rules for passing ownership to the next generation have been agreed and written down.”