Family Business: The Family Business Policies & Procedures Handbook
  HOME     SUBSCRIPTIONS     BOOKSTORE     FB LISTS     ARTICLES LIBRARY     CURRENT ISSUE  
  E-NEWSLETTER     ADVISER DIRECTORY     ADVERTISING     CONTACT US  
The Family Business Policies & Procedures Handbook

C O N T E N T S     ORDER THIS BOOK

 

1. Combining family and business
• Developing your family talent —James E. Barrett
• Ask the right questions about your future —Paul Frishkoff and Pat Frishkoff
• An employment policy that clarifies expectations —David Bork
• Integrating your child into your company —Dennis T. Jaffe
• Closing the gender gap —Leslie Dashew, Jane Hilburt-Davis, Bonnie Brown Hartley, Cathy Sunshine and Kay Wakefield Abramowitz

2. Building leadership skills
• Lessons from Katharine Graham —Sharon Nelton
• Implementing team-based management —Marshall B. Paisner
• Create an organization chart for your business —Joe M. Goodman
• Tools for managing an unproductive partner —James E. Barrett
• Rules for preventing deadlocks —Fredda Herz Brown
• Engineering the entrepreneurial spirit —Ellen Frankenberg
• Being the mom as well as the boss —Ronda Vecchio

3. Working together
• Sibling partners need an openness policy —John L. Ward
• A partnership charter clarifies expectations —David Gage, Dawn Martin and John A. Gromala
• Achieving unity in a large family —Mike Cohn
• The right way to make decisions —Ellen Frankenberg
• Splitting the business to unify the family —Mike Cohn

4. Planning a smooth succession
• The 12 steps in succession —Ivan Lansberg
• The secrets of successful family business successors —Dean Fowler
• How to introduce your successor to key outside stakeholders —James E. Barrett
• A succession memo for your bank —Mike Cohn
• When the successors don’t take charge —Aldonna R. Ambler
• When to recruit an interim leader —James Olan Hutcheson
• What to do when the kids say ‘no’ —Mike Cohn

5. Governing your family company
• Which corporate structure is the right one for you? —James Olan Hutcheson and Kevin Thomason
• Building an effective board —Ronald I. Zall
• Designing a family business governance structure —Ivan Lansberg
• Establishing a family council —Scott E. Friedman
• The role of the shareholders’ assembly —Ivan Lansberg
• Understanding what it means to own a business —Edwin A. Hoover and Colette Lombard Hoover
• Savoring the family meeting —Lidia Bastianich
• Creating a family holding company —François de Visscher
• The benefits of a family office —François de Visscher

6. Creating codes and credos
• A family constitution: Insurance against future family conflicts —Dennis T. Jaffe, David Bork, Sam H. Lane, Leslie Dashew and Joe Paul
• A constitution that promotes family harmony —The Mogi Family Constitution
• Drafting a family code —John L. Ward
• A family ethics policy sets a standard for all —Mike Cohn
• Why set a policy on prenuptial agreements? —Michael L. Fay and Stephen B. Swartz

7. Paying fairly
• Developing a non-contentious compensation plan —Sam H. Lane, Leslie Dashew, David Bork, Joe Paul and Dennis T. Jaffe
• Transitioning to equitable base pay for family employees —Stephen L. McClure
• Executive compensation strategies for private companies —Bruce Clouser and Michael Lennartz
• Instituting a variable compensation program —Thomas B. Wilson
• Is an ESOP appropriate for your company? —Gregory K. Brown

8. Planning and strategizing
• Developing a strategic plan —Dean Fowler with Peg Masterson Edquist
• Generating support for strategic spending —James E. Barrett
• Diversify your holdings to protect your wealth —Joe M. Goodman
• Creating value through strategic acquisitions —James J. Kirlin Jr. and Stephen R. Raymond
• Becoming better, not bigger —Edwin A. Hoover
• Assessing private equity financing alternatives —François de Visscher
• What to do when the economy tanks —François de Visscher
• Creating a corporate citizenship program —Doris Rubenstein
• How do you find the right consultant? —Ellen Frankenberg
• Leading a team of advisers —Stephen L. McClure

9. Agreeing on financial matters
• Taking small steps toward retirement —Ellen Frankenberg
• Be an adviser to your successors —James E. Barrett
• Easing the burden on your survivors —Edwin A. Hoover and Colette Lombard Hoover
• Estate planning: When ‘equal’ treatment is unfair —John F. Hopkins
• A battle of wills: One executor’s story —Elizabeth Short
• What to do when a prospective buyer calls —François de Visscher
• Protecting your company in talks with a buyer —Howard D. Scher
• The ‘Ten Commandments’ for selling your business —David M. Kauppi

10. Facing the future
• Financial best practices for family businesses —François de Visscher
• Agreements with relatives should be put in writing —Scott E. Friedman
• Dividend policy in perspective —François de Visscher
• Valuation: In the eye of the beholder —François de Visscher
• Fair settlements in ownership disputes —Wm. Ross Adams and Patrick O. Ring

ORDER THIS BOOK