You love your family business clients

You wish it could be easier.

If you

  • Already have family business clients

  • Want more family business clients

  • Want to serve them well

  • Want to make a huge difference in their business

  • Don’t always know how to help your family business clients

  • Think you’re doing an okay job with them

  • Would like to do a better job

    You’re in the right place

    Sign up for this web-based, self-paced course on serving more family business clients, better

    What you’ll get:

  • a simple model that will help you improve how you serve your clients

  • business development do’s and don’ts

  • concepts that will help your family business clients right away

  • resources and guidance to serve family business clients more confidently

    What you won’t get:

  • the magical silver bullet that will make all issues go away….you and your clients still need to do great work together

  • a comprehensive family business advisor training experience — those are thousands of dollars and can take years

  • a certificate of training - you can’t do that for this small price and this small amount of time

    This is not for you if you’re looking for:

  • complicated models

  • hours-long training

  • learning things that are hard to teach

  • family business models that are hard to understand

  • lots and lots of one-on-one meetings with your clients

    Modules include:

  • Who should lead the family business

  • What is fair in family business

  • What a healthy family business looks like

  • Who makes which decisions in family businesses

  • How to do business development with family businesses

  • What meetings should look like in family business

    Who the heck is Sara B. Stern

    Other than the fact that her name is a sentence (which doesn’t remotely get close to describing her typical way of walking through the world)…..She is a Certified EOS implementer (trained in 2015)…..a certified coach (since 2001)…..a person who completed a masters degree in organizational leadership….the former director of a nationally recognized family business center…..and most importantly…..a HUGE fan of family businesses.

    She was raised in a business family….has worked in family businesses and is on a quest to help 600,000 family business owners hear what a healthy family business looks like. She has also presented to groups of family businesses and their advisors for years. Her style is witty, quick and full of practical tools you can use right away.

    If you attend this you’ll get simple tools that are based on real world experiences and solid research in family business. She knows what you’re going through because she spends her time serving family business clients.

you see the opportunity

A whopping two-thirds of the businesses in the US are family businesses. This number is higher in many other parts of the world.

You’re already working with some (or perhaps many) family businesses

You want to serve even more of them

You see the opportunity…but you’re not always confident that you’re serving them well

Some conflict seems normal for your clients - but are you helping them manage it correctly

This course will help you untangle the tricky family business situations you face everyday in your work

It will give you such simple tools you’ll think you’re missing something

$444 web-based, self-paced course to help you serve your current family businesses with more confidence and find more to serve.