Page 1 of 2 Pervin Family Business Advisors Inc. PFBA provides remarkably innovative and interactive consulting services to multi-generational and accidental partnerships® who demand results, and not recommendations™. Our methodology delivers: Collaborative assessment; Meaningful results; Actionable insights; and Renewed relationships. Aron Pervin, CMC, FFI (Fellow), ICD.D, TEP [email protected]www.pervinfamilybusiness.com P: +1 416-360-0177 M: +1 416-801-3200 https://ca.linkedin.com/in/aronpervin for Optimizer720 information, visit http://www.optimizer720.com/ Examples of four specific and often integrated consulting options: “Learning how to see, reflect, learn, act, communicate, decide, collaborate and interact differently” 1. Ownership by Choice® services offer motivated and committed non- executive shareholders [sometimes referred to as unprepared heirs] the opportunity to create a sustainable family enterprise and become an aware, caring and talented owner. 2. Accidental Partnership® services examine each family members’ relationship to each other and to the business, the development of a Shared Future®, the productive and destructive characteristics of the business family connection and looks at ways to lessen the oppression, ambiguity and stress inherent in any change process.
Transcript
Page 1 of 2
Pervin Family Business Advisors Inc. PFBA provides remarkably innovative and interactive consulting services to multi-generational and accidental partnerships® who demand results, and not recommendations™. Our methodology delivers:
Collaborative assessment; Meaningful results; Actionable insights; and Renewed relationships.
for Optimizer720 information, visit http://www.optimizer720.com/
Examples of four specific and often integrated consulting options:
“Learning how to see, reflect, learn, act, communicate, decide, collaborate and interact differently”
1. Ownership by Choice® services offer motivated and committed non-executive shareholders [sometimes referred to as unprepared heirs] the opportunity to create a sustainable family enterprise and become an aware, caring and talented owner.
2. Accidental Partnership® services
examine each family members’ relationship to each other and to the business, the development of a Shared Future®, the productive and destructive characteristics of the business family connection and looks at ways to lessen the oppression, ambiguity and stress inherent in any change process.
Page 2 of 2
3. Mindful Philanthropy® services engage interested members of affluent families in the opportunity to explore and establish values-based financial and life-skills, establish an identity linked to impact and purpose (5Ps) and contemplate the benefits and burdens of philanthropic options and altruistic intent.
4. Governance and Organization Design
services assist enterprise family members explore, test and choose appropriate pathways to organize, communicate, plan, make decisions, govern, manage risk and keep the peace.
Enterprise Family Governance® Model
The Accidental Partnership® Model
Enterprise Family Shared Future® Model
Enterprise Family Organization ChartFamily Holding Companies and/or Trusts
The long term agenda of the enterprise family is to balance and integrate the ideas presented in the six circles and develop a Shared Future document. The outcome typically includes the development or revision of a SHA [shareholder agreement] and further development of a SHC [shareholder charter or constitution].
* Clantinuity (klan't(-nu'i-te) n. 1 a. An integrated and sustainable multi-generational enterprise family transition process. b. A long term plan involving numerous minority owners who share a common clan connection and stress mutual obligations, values and duties. 2 uninterrupted connections, succession, duration, union or continuation with and without essential change.
