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Family Enterprise Center 2009 Application

We are now accepting applications to the Family Enterprise Center. Are you prepared to begin the next chapter in your family’s legacy of success?

Our application process is simple:
1.Complete our online application or contact us to receive a paper application.

2. Although there is no deadline to apply, we do not accept direct competitors of current members. A single business membership includes all family members in business, family members not involved in the business, and non-family members of the leadership team.

3. We never share information provided in an application – it’s used only to determine whether this program will meet your needs and propel your business growth.

4. There is a $1500 annual fee for business membership. Member businesses are accepted on a rolling basis.

Not sure if the Family Enterprise Center is the right fit for your family business? Contact us to discuss our services or an upcoming program.

• Company Name:*
• Company President / CEO:*
• Family Status of President / CEO:
• Street:*
• City:*
• State:* Select State: Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming Washington, DC
• Zip Code:*
• Phone Number:*
• Fax:
• Web Address:
• E-mail:

• Annual Sales Range:

• 100% Family Owned
• Partial Family/Non-Family Ownership
• Publicly Traded
• Please describe when your company was founded and by whom::
• How many generations are involved in the company now?:
• How many in the foreseeable future?:

• We encourage attendance by members of the family and of the business. (All are included in the membership fee.)

• Has your family business been actively involved with other Family Business Centers or Programs? If yes, please describe.:
• What is your company's primary business?:

• Annual Sales Range:

• $0 - $5 million
• $5 - $10 million
• $10 - $100 million
• Over $100 million

• Number of Employees:

• 0-35
• 35-100
• 100-500
• Over 500

• Check those items of interest to you and/or your firm:

• 	Developing Your Leadership Skills		Retirement Planning
  	Compensation and Benefits Planning		Developing New Businesses/Products
  	Using Boards of Directors Well		Going Public/Selling the Company
  	Managing Rapid Growth		Building Physical and Mental Wellness
  	Professional (Non-family) Managers' Issues		Preparing/Empowering the Next Generation
  	Sons/Daughters Roundtables		Becoming Philanthropic
  	Downsizing/Restructuring		Using External Consultants/Advisors
  	Selecting and Recruiting New Management		Managing Conflict
  	Employee Training and Development		Creating Financial Liquidity
  	Estate and Financial Planning		Building a Positive Company Culture
  	Understanding Family Dynamics		Mediation/Litigation of Disputes
  	Valuing the Firm		Media Relations and Privacy Issues
  	Strategic Planning		International Family Business Issues
  	Succession Planning and Training		Balancing Family, Business and Personal Life
  	Mergers and Acquisitions		Other
  	Team Building		If Other, please explain:
  	Developing International Business

• Name of Individual Completing this Application:*
• Phone:*
• Email:
• Family Status:
• Primary Program Contact (if different than above):

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