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2010 North American Farmers'
Direct Marketing Convention

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Leveraging a Legacy - 6 Strategies for Successful Family Business Planning

Presented by Lisė Stewart

NAFDMA is pleased to introduce the Farm direct Marketing and Agritourism Industry to Lisė Stewart. She brings a fresh business perspective with a full understanding of the needs of each generation.

Lisė Stewart, Managing Director of Galliard Group, a consulting firm specializing in working with family owned and closely held businesses, will draw upon her 20+ years of experience to share some practical advice for ensuring the sustainability of a family business as it passes from one generation to the next. This workshop covers 6 practical steps a family-owned or closely held business can take to increase the success, trust, harmony and productivity in the organization.

Lisė will discuss the various steps that any family-owned or closely held business owner should undertake to plan for their future – including the key components of an exit strategy, an effective succession plan, incorporating the family plan into the business plan and when to consider outside management or other options for non-family management of the business
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Lisė offers case studies, humor and practical, no-nonsense activities that make the information accessible and realistic for audience members.


 

 

 

 

 

 

 

 

 

 

 


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62 White Loaf Road
Southampton, MA 01073
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