Communication and Strategic Planning

“Family” meetings tend to focus on the individuals involved. Sharing thoughts, goals and purpose with others when one is not used to doing so may be intimidating and may create a sense of being vulnerable. And being vulnerable is a state that many individuals find uncomfortable. On the other hand, strategic planning tends to focus […]

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More on Meetings

One of the most important facets of starting the meeting process is to name the meetings appropriately. If a meeting is called a “family meeting” and not all of the family is invited to participate there’s a good chance somebody is going to be annoyed. Studies have found the brain reacts to rejection, lack of […]

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Meetings and Communication

Meetings can be one of the easiest methods to facilitate communication. Meetings can also be a royal pain. What makes the difference? Planning and structure makes the difference. The first meeting could be to establish rules for all future meetings – respect, no leaving in anger, engaged listening, everyone has the right to be heard…… […]

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A Culture of Communication

If I had to choose one area that families should focus on to increase the chances of a successful transition of their business to the next generation – I would choose “communication skills” Communication is the thread that ties the family and the business together. Communication takes many forms. Words, of course, but also tone, […]

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Welcome

Welcome. This is the first post of the Crossroads Planning Group Inc. (CPG) blog. We are planning on offering observations and thoughts based on many years of experience working with business families. The main focus will be on issues relating to the non-technical side of succession and estate planning. However, we will probably wander from […]

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