Family Business Expert
Steve Legler
Family Alignment
What IT Is, Why You Need It, How To Build It
When you think of alignment, you probably think of your car. When your car’s alignment is off, things get… scary.
The same is true with families. When your business family is out of alignment, things pull in the wrong direction. The steering wheel won’t straighten out. Everyone feels the discomfort and anxiety.
When your business family is aligned, the car sails smoothly along the open road with everyone facing the same direction, enjoying the journey together.
Could your business family use some alignment?
Download my latest quick start guide for the what, why and how of family alignment. Start enjoying the journey!
Family Harmony
Outline
Step 1 • Learn the 3-Circle Model ……………..p3
Step 2 • Start the ConversaDon …………………p4
Step 3 • Get Outside Help …………………………p5
Step 4 • Invest the Time (and effort) …………p6
Step 5 • Stay Flexible ………………………………..p7
Step 6 • Talk (and talk more) …………………….p8
Step 7 • IniDate Some Governance …………..p9
Step 8 • Think Like a Family Office ………….p10
About Steve Legler
Some people work their butt off for their whole life trying to build a business for their family. They often dream about how great it will be for the family to work together with a common purpose. But the dream doesn’t always work out the way they imagined, because it is a LOT more complex than they ever imagined.
It isn’t usually the business part that trips them up, more often it is the family part. The roadblocks usually show up when it comes time to truly transition the business to the next generation, and this is where Steve comes in. He specializes in helping families turn their dream into a workable plan, using a step-by-step method to get everyone on the same page.
Once the family has completed his Business Family Continuity BluePrint, all family members will see the family’s goals, and they will understand their roles. Steve then helps them all figure out how they can move forward, working together.
Steve is a proud FEA Designate (IFEA) and holds ACBFA and ACFWA certifications (FFI), in addition to having an MBA (UWO-Ivey) He is also a CFA charterholder (CFA Institute), and the author of Shift your Family Business (Friesen Press, 2014)