Aggie Johnson, CFP®, CPWA® is the founder and owner of WillKate Family Enterprise Office in Sioux Falls, South Dakota. She focuses on purposeful planning that helps build lasting family wealth beyond the balance sheet. Aggie helps multigenerational family enterprises understand how to transition their businesses, using the power of their resources, to create an extraordinary life for their family today and provide for future generations.
In this episode of Family Business Today, Aggie will share:
The importance of communication and transparency in running and planning in a family business
How creating governance and other guiding structures can provide direction for a family enterprise to evolve over generations
The need for long-term family enterprises to identify, cultivate, and hang onto talent
How bringing in the global viewpoints of all family members can lead to insights and directions for the family enterprise
How a family business enterprise striving for 100 years of business should start now in having those difficult conversations about purpose, values, and the next generation
And more…
To request the FREE 100-Year Plan for family enterprises and learn more about WillKate Family Enterprise Office, visit https://will-kate.com/family-enterprise-office/.
At the Tennessee Center for Family Business our passion is to help business owners create a positive environment in which their family THRIVES, their business performs and working together create a lasting family legacy. To learn more about the Tennessee Center for Family Business visit www.tncfb.com.
If you are considering a transition in your family business contact us today for a FREE Transition Assessment (follow link) and receive a one on one review of your business transition preparedness with a family business consultant. (a $299 value)
Until next time, There’s No Business Like Family Business…..We Know!