© 2005 kpmg llp, the canadian member firm of kpmg international, a swiss cooperative. all rights...
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© 2005 KPMG LLP, the Canadian member firm of KPMG International, a Swiss cooperative. All rights reserved.
Family Business SuccessionManaging the All Important Family Component
Grant Walsh
© 2005 KPMG LLP, the Canadian member firm of KPMG International, a Swiss cooperative. All rights reserved.
The 3-Circle Model
© 2005 KPMG LLP, the Canadian member firm of KPMG International, a Swiss cooperative. All rights reserved.
Family Business Succession PlanningManaging The Family Component
Processes Activities Desired Outcomes
Management Succession
Ownership Succession
Family Communications
•Family Business Meetings
•Family Council Meetings
•Family Business Rules
Grooming Successors
Management Processes
Family Governance
Shareholder Agreement
• Integrated Family Members
•Assessed Options
• Informed Decision Making
•Comfort Levels
KPMG’s Centre for Family Business
© 2005 KPMG LLP, the Canadian member firm of KPMG International, a Swiss cooperative. All rights reserved.
© 2005 KPMG LLP, the Canadian member firm of KPMG International, a Swiss cooperative. All rights reserved.
© 2005 KPMG LLP, the Canadian member firm of KPMG International, a Swiss cooperative. All rights reserved.
© 2005 KPMG LLP, the Canadian member firm of KPMG International, a Swiss cooperative. All rights reserved.
© 2005 KPMG LLP, the Canadian member firm of KPMG International, a Swiss cooperative. All rights reserved.
© 2005 KPMG LLP, the Canadian member firm of KPMG International, a Swiss cooperative. All rights reserved.
© 2005 KPMG LLP, the Canadian member firm of KPMG International, a Swiss cooperative. All rights reserved.
© 2005 KPMG LLP, the Canadian member firm of KPMG International, a Swiss cooperative. All rights reserved.
Family Business Succession PlanningManaging The Family Component
Processes Activities Desired Outcomes
Management Succession
Ownership Succession
Family Communications
•Family Business Meetings
•Family Council Meetings
•Family Business Rules
Grooming Successors
Management Processes
Family Governance
Shareholder Agreement
• Integrated Family Members
•Assessed Options
• Informed Decision Making
•Comfort Levels
KPMG’s Centre for Family Business
© 2005 KPMG LLP, the Canadian member firm of KPMG International, a Swiss cooperative. All rights reserved.
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