Field Notes of A Family Business Consultant

Sam Beemer had asked his two sons to come to a family business meeting. Having just celebrated his 70th birthday, he was feeling his mortality.1 And he'd been thinking about how to transition the family business interests worth $100 million. Sam had decided to begin the process of bringing his 43- and 45-year old sons, Jeffrey and Daniel, into his business affairs. During my first hour-long meeting

Sam Beemer had asked his two sons to come to a family business meeting. Having just celebrated his 70th birthday, he was feeling his mortality.1 And he'd been thinking about how to transition the family business interests worth $100 million. Sam had decided to begin the process of bringing his 43- and 45-year old sons, Jeffrey and Daniel, into his business affairs.

During my first hour-long meeting with Sam, he defined his main objective: He wanted to educate and include hi

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