The Role of the Most Trusted Advisor (MTA) a 4-step training program that delivers the education and tools that will help you guide your family business clients through the development of a comprehensive exit strategy and succession plan to enable the transition of the labor, capital and management of the business. The objectives of the MTA program are:
- To expand your knowledge of the family business industry.
- To increase your confidence around coaching and guiding your family business clients.
- To further develop your skills in all areas of family business consulting.
- To give you an understanding that consulting to family businesses is process consulting not technical consulting. The tactics are needed but the process enables communication.
The program will provide you with:
- Knowledge around the issues that result from a change in leadership of a family business.
- A deeper understanding of family dynamics and how different perspectives impact decision-making.
- Insight into the reasons for the clients’ procrastination in moving forward with proposed solutions.
- Tools to use in discovering the common interest among key players and uncovering the obstacles to mapping out the future.
- Links within the critcal components of a transition plan.
- An approach to use in guiding clients through planning and implementing an exit strategy and transition plan. As a result you will:
- Be more knowledgeable in the issues that directly affect entrepreneurs and family businesses, and better understand their procrastination.
- Enhance your relationship with your client by delivering high value through your knowledge of the issues and concerns they face.
- Be in a better position to provide leadership and support to the successors of the business.
- Take away valuable tips and tools for building your own family business consulting practice.
- The people who have participated in our courses have been extremely positive about our approach and the value they have received.
For more information on our workshops click here.
Download a Windows media clip of testimonials here.
