The Fundamentals of Family Business Planning

Join us for an insight-rich, content-filled, interactive Forum led by Sally Derstine and the DVFBC Advisor team, featuring relatable vignettes from multi-generation family enterprises. This program distills the essential principles of preparation, communication, and alignment that enable enterprising families to build strong, sustainable businesses and unified families across generations.

Whether you’re a G1 founder preparing for transition, a G2 leader stepping into greater responsibility, or a G3+ family member learning to balance legacy and innovation, not to mention tricky family dynamics, you’ll leave with practical tools, fresh perspectives, and a renewed sense of clarity and confidence for you and your family’s path forward.

Learn How and Where to Begin & Continue Your Paths Forward as Owner(s) and Family Members

Understand the Terrain

• Uncover the thorny issues that threaten family and business success.
• Learn the essential steps for navigating the challenges and uncertainties common to all enterprising families.

Discover the Path Up Each Family Business MOUNTAIN

• Generational success doesn’t happen by chance. It’s built through the continuous development of individuals serving on 5 interconnected teams/MOUNTAINS, leading with clarity, competence, and confidence.
• Learn “the work” of each MOUNTAIN – Family, Management (Operating Business), Shareholders, Board, Advisors – and how to navigate multiple roles and sometimes conflicting responsibilities.

Hear from Enterprising Families on Their Journey

• Listen to vignettes from family business members as they share their best practices, successes, and failures.
• Engage with other family business attendees around your table during structured Table Talk conversations.

Leverage Your Support System – It Takes a Village

• Hear about the principles DVFBC Advisors and Advisory Network members wish every enterprising family would know as they climb their MOUNTAINs.
• Discover how having a trusted, seasoned team of experts who know how to collaborate can lighten your mental load and strengthen business performance and family harmony.

Discern Next Steps

• Leave with practical steps for turning a vibrant long-term vision into coordinated action across your family and business.
• Maximize your progress by engaging with the wisdom and seasoned experience of advisors and other enterprising families in the room.

Seasoned Advisors. Experience Matters.