Financial Basics for Family Business: A Roadmap for Directors and Shareholders

Effective communication between management and shareholders is a key component of the long-term sustainability and success of any family business. The cornerstone of a thoughtful and effective shareholder relations program is education.

Apart from a shared vocabulary and understanding of basic corporate finance concepts, family business managers will struggle to communicate the company’s strategy and financial results to shareholders clearly.

We have combined these whitepapers to help family businesses make strategic financial decisions and communicate those decisions to their shareholders.