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Every Wednesday authors for FFI Practitioner share insights on the field of family enterprise advising and consulting from a variety of vantage points. Today we’d like to invite you to Write for FFI Practitioner! And… as inspiration, we point you toward examples of articles from contributors across the globe and some topics that could use more contributors.

Thanks to Mitzi Perdue for this case study discussing some of the perils involved in misunderstanding core concepts underlying the frequently invoked “chain of command.” It is an instructive article for advisors and a case that could be shared with clients.

Thank you to this week's contributor, Janice DiPietro, for making this thought-provoking case for family-to-family investing. The article explores investing strategies for family-owned enterprises that can create three important opportunities for both entities involved.

This week’s FFI Practitioner focuses on buy-sell agreements and their role in protecting family enterprise from potential future ownership issues. Thanks to Dan Frosh, this week’s author, for providing an examination of the numerous benefits and features of effective buy-sell agreements within the family enterprise context.

This week, FFI Practitioner is pleased to share an interview with Dr. Salvatore Tomaselli, where he explains the development of his Family-in-Business Model Canvas, an adaptation of the Business Model Canvas, that Dr. Tomaselli has applied to his work with family enterprises.

What can family enterprises learn from a book titled, Who Moved My Cheese? Thanks to this week’s contributor, Ashvini Chopra, for sharing a case study that applies the book’s lessons about change and adaptability to a recent scenario Ashvini encountered with one of his family business clients.

Family business cases can serve as powerful tools to integrate into consulting and educational work with clients. Cases provide an engaging way for family enterprise members to recognize issues similar to the ones they face, helping evaluate potential, less emotionally-charged solutions. To further this publication’s mission to provide readers with practical materials that support their work with multi-generational family enterprises, we are pleased to feature a selection of family business cases previously published in FFI Practitioner.

This week’s FFI Practitioner edition addresses a topic of importance in the field of family enterprise – the family office. In addition to an article examining the history of the role of a family office executive by Annischka Holmes-Moncur, we are pleased to share four global perspectives on this topic as published earlier in FFI Practitioner.

How can relationship conflict and socioemotional costs impact a family business owner’s subjective assessment of the firm’s value? In this week’s edition, which is a précis of “Relationship Conflict, Family Name Congruence, and Socioemotional Wealth in Family Firms,” an article appearing in the December issue of FBR, Navneet Bhatnagar explores this question and the relevant implications for practitioners.

Thanks to Gaia Marchisio for this week’s article which discusses the importance of recognizing and addressing strong beliefs about “universal truths” and misconceptions in the field of family enterprise. In this article, Gaia urges advisers to avoid becoming too narrow-minded and entrenched in an established way of thinking. Instead, she encourages advisers to maintain an outsider’s perspective on conventional family business truths that are often taken for granted.

Thanks to Chris Casey for sharing his thoughts on what success means in family firms and some of the difficulties he encountered as he worked on his dissertation “Defining success in family firms using configurational fit: A quantitative study of family-owned construction firms” from Capella University.


This week’s FFI Practitioner addresses an often overlooked, but critical phase of the consulting process – contracting. Thank you to Judi Cunningham and Wendy Sage-Hayward for sharing this article that highlights the importance of contracting as an ongoing process, rather than a one-time discussion, and describes two levels of contracting that appear within an engagement.

When family business owners are evaluating non-family ownership succession options, often their advisers may suggest two primary options; selling the business to a “strategic buyer” or a “financial buyer.” However, this week’s edition presents an alternative option – selling the business to the employees, a “friendly buyer,” through an ESOP. Thank you to this week’s contributor, Dan Bayston, for sharing his analysis of ESOPs and the role they can play in a non-family ownership succession plan.

Thank you to this week’s contributor, Tom Hubler, for reflecting on his more than thirty-five years as a family business consultant and sharing some valuable insights he’s gained during that time. We hope you enjoy reading about Tom’s experience and learning about what he refers to as the “soul” of family businesses.

As an adviser, what can you do when the owner/CEO who hires you is wrong? According to Bruce Walton in this week’s edition, an objective board of directors can serve as a valuable ally to confront a misguided CEO and to get the company moving in the right direction. To illustrate his point, Bruce shares some anecdotes of how a board can help in these tricky situations.