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www.shiftandflow.com
Thanks for Stopping By…
 The following presentation is
 little bit about who I am and
 what my company, Shift and
 Flow, is about

 Thank you for your interest in
 our family business.
About Brigitte
• 20 years experience
  in family business
  ownership and
  operation.
• Owner of a number
  of successful family
  businesses.
• Strategic and
  intuitive business
  advisor.
Family Business is Not “Just
Business”. It’s Personal
 Traditional business advice has always been that emotion
 should be eliminated from business.
  A cool head is needed to make the decisions that will ensure
 an enterprise remains profitable over the long term.
 Riiiight.

 Until dad wants to retire and wants to leave the business in
 the hands of both sons. Or your sister makes an arbitrary
 business decision without checking in with you. Or your
 marriage is over and your husband is your business partner.
 Then what?
About Shift and Flow
Traditional Offerings:
• General business coaching
• Traditional business advisors (accountants, lawyers)

What Makes us Different:
• To address the unique requirements of family businesses:
• To address and integrate the family dynamic with business
strategy

The Shift and Flow Mission:
To help family owned and operated businesses
effectively combine family dynamics with business success
Who We Work With
Family Businesses in Start-Up Mode
• Ambitious entrepreneurial team
• New franchise owners



Family Businesses in Transition
• Retiring Baby Boomers
• Gen XYZ and Next Successors
• Partners coming together or breakign apart
Family Business Issues
 Mark Twain once said, "You will never truly understand your
 relatives until you have to share an inheritance."

 •General Family Business Management and Operations
 •Strategic Planning
 •Family and Interpersonal Relations
 •Succession and Transition
 •Leadership Development
 •Growth
 •Respect
 •Trust
What we Do
Shift and Flow helps family business entrepreneurs make the
shift from where they are to where they want to be, and
mindfully create successful family businesses that support and
enhance the flow of their family life.

• One-on-one Consultations
• Family and Team Consultations
• Family Business Meetings
• Dinner with the Family Workshops
Imagine…
Imagine Your Family Business …
• Where family members get along better.
• Where conflict and disagreement produces constructive
  change rather than tearing the family apart.
• Where communications flow more easily and discussions are
  full of creativity and innovation.
• Where members are connected to the biggest potential of the
  family and the business.
• Where each family member can realize their personal
  potential while growing the family business.
One-on-One Consultations
Talk to someone who is NOT part of the Family.
Figure things out.

That’s what I’m here for.

A Shift and Flow consultation may be right for you if:
• You are ready for intense 1-on-1 personalized support
• You want to be held accountable for your vision
• You want to drive your vision as far and as fast as possible.
Results
 Insert a wonderful testimonial here.

 session with a bunch of ideas to put into action right away.
 You’ll also be emailed a summary of our call. And I’ll connect
 to check up on you once in a while, or send you some great
 resource and occasionally even some free bonus gifts that I
 normally sell or only give out at my weekend workshops or on
 my website.

 We can work together in person, via phone, or Skype
 depending on your location. You are in good hands.
Want to know more?
• Do you want to create success and balance in alignment with
  your family’s goals and values?
• Do you need to fix a particular problem, like staffing or
  implementing better systems?
• Are you making the most of your family’s business’s potential
  in today’s economy?
• Do you just need a little accountability to stay on track with
  what you already know you need to do?
• Are you one of those people whose family business I could
  help transform?
Contact Shift and Flow
 Call me directly in Canada at 1.403.804.8682

 E-mail me at: brigitte@shiftandflow.com

 Send a handwritten note to:
 PO Box 42276 Edmonton Trail
 Calgary AB T2E

 Facebook: facebook.com/Shift and Flowbusiness
 Twitter: twitter.com/ShiftandFlowbusines

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Shiftand Flow Intro Presentation

  • 2. Thanks for Stopping By… The following presentation is little bit about who I am and what my company, Shift and Flow, is about Thank you for your interest in our family business.
  • 3. About Brigitte • 20 years experience in family business ownership and operation. • Owner of a number of successful family businesses. • Strategic and intuitive business advisor.
  • 4. Family Business is Not “Just Business”. It’s Personal Traditional business advice has always been that emotion should be eliminated from business. A cool head is needed to make the decisions that will ensure an enterprise remains profitable over the long term. Riiiight. Until dad wants to retire and wants to leave the business in the hands of both sons. Or your sister makes an arbitrary business decision without checking in with you. Or your marriage is over and your husband is your business partner. Then what?
  • 5. About Shift and Flow Traditional Offerings: • General business coaching • Traditional business advisors (accountants, lawyers) What Makes us Different: • To address the unique requirements of family businesses: • To address and integrate the family dynamic with business strategy The Shift and Flow Mission: To help family owned and operated businesses effectively combine family dynamics with business success
  • 6. Who We Work With Family Businesses in Start-Up Mode • Ambitious entrepreneurial team • New franchise owners Family Businesses in Transition • Retiring Baby Boomers • Gen XYZ and Next Successors • Partners coming together or breakign apart
  • 7. Family Business Issues Mark Twain once said, "You will never truly understand your relatives until you have to share an inheritance." •General Family Business Management and Operations •Strategic Planning •Family and Interpersonal Relations •Succession and Transition •Leadership Development •Growth •Respect •Trust
  • 8. What we Do Shift and Flow helps family business entrepreneurs make the shift from where they are to where they want to be, and mindfully create successful family businesses that support and enhance the flow of their family life. • One-on-one Consultations • Family and Team Consultations • Family Business Meetings • Dinner with the Family Workshops
  • 9. Imagine… Imagine Your Family Business … • Where family members get along better. • Where conflict and disagreement produces constructive change rather than tearing the family apart. • Where communications flow more easily and discussions are full of creativity and innovation. • Where members are connected to the biggest potential of the family and the business. • Where each family member can realize their personal potential while growing the family business.
  • 10. One-on-One Consultations Talk to someone who is NOT part of the Family. Figure things out. That’s what I’m here for. A Shift and Flow consultation may be right for you if: • You are ready for intense 1-on-1 personalized support • You want to be held accountable for your vision • You want to drive your vision as far and as fast as possible.
  • 11. Results Insert a wonderful testimonial here. session with a bunch of ideas to put into action right away. You’ll also be emailed a summary of our call. And I’ll connect to check up on you once in a while, or send you some great resource and occasionally even some free bonus gifts that I normally sell or only give out at my weekend workshops or on my website. We can work together in person, via phone, or Skype depending on your location. You are in good hands.
  • 12. Want to know more? • Do you want to create success and balance in alignment with your family’s goals and values? • Do you need to fix a particular problem, like staffing or implementing better systems? • Are you making the most of your family’s business’s potential in today’s economy? • Do you just need a little accountability to stay on track with what you already know you need to do? • Are you one of those people whose family business I could help transform?
  • 13. Contact Shift and Flow Call me directly in Canada at 1.403.804.8682 E-mail me at: brigitte@shiftandflow.com Send a handwritten note to: PO Box 42276 Edmonton Trail Calgary AB T2E Facebook: facebook.com/Shift and Flowbusiness Twitter: twitter.com/ShiftandFlowbusines

Hinweis der Redaktion

  1. After living and working in family businesses most of my adult life, I have a lot of experience and knowledge in the areas of relationships, communication, day-to-day operations and What it takes for the successful transition and transformation of the family business from one generation to the next. I’ve been there, I’ve been in family business. I know what it’s like to work with family members and then have to face them across the dinner table at the end of the day. I know how challenging and how rewarding that can be. I believe that family businesses are THE best place to work, grow and be together as a family.  
  2. After living and working in family businesses most of my adult life, I have a lot of experience and knowledge in the areas of relationships, communication, day-to-day operations and What it takes for the successful transition and transformation of the family business from one generation to the next. I’ve been there, I’ve been in family business. I know what it’s like to work with family members and then have to face them across the dinner table at the end of the day. I know how challenging and how rewarding that can be. I believe that family businesses are THE best place to work, grow and be together as a family.  
  3. Family Businesses are more than “just business”. It’s emotional, it’s personal.    Every family owned company has its own set of goals and challenges. My mission is to help people balance their interpersonal, operational, and financial issues to help family businesses achieve breakthrough success in their business and personal lives. Helping your family business is my business. And Shift and Flow is a family business too.   So get ready to shift your mindset and flow your business…
  4. Shift and Flow was founded to address what was missing in the advice being offered to family business entrepreneurs. There are lots of folks offering general business coaching, in fact the industry is flooded with them And there are many traditional business advisors such as accountants and lawyers who speak to issues that affect family business such as succession planning But, none of them seemed to be offering the kind of support and advice I was looking for in my own business. It’s hard enough to co-exist peacefully in a family. Add the demands of running a business, and things get REALLY complicated! Family businesses face all the “ordinary” business challenges, PLUS the added complexity of family dynamics - personality types, different ways of doing business, various levels of need for control. That’s where we come in: My Mission is to help family owned and operated businesses effectively combine family dynamics with business success My training inspires family business entrepreneurs to make the shift from where they are to where they want to be, and mindfully create successful family businesses that support and enhance the flow of their family life. 
  5. I help your family gather information, choose the avenues that will work best, plan a course of action, and implement your chosen strategy. I’ll help you take the steps and make the decisions that will grow your business consistent with your family’s dreams and values. I work with you to successfully transition your family business from the founder generation to the next generation and beyond.
  6. No two families are the same. No two business are the same either. Shift and Flow works to provide support and guidance specific for your family's situation, work style and values, your business and the unique challenges you face. good old-fashioned kick-in-the-pants to do what you know needs doing.
  7. One-on-One Consultations / Family and Team Consultations: No two families are the same. No two business are the same either. Shift and Flow works to provide support and guidance specific for your family's situation, work style and values, your business and the unique challenges you face, as and when you need it. Family Business Meetings: A facilitated family meeting on a particular topic or issue, such as: · Succession and Preparing Successors for Leadership · Writing Your Family Mission Statement · Family Business Policies What are the Rules of the Game? · Family Business Conflicts and Communication · Letting Go: Preparing to Relinquish Control of the Family Business · Career Development in the Family Business · Non-Family Employees Working in a Family Business Dinner with the Family Workshops: One of the hazards of living and working in a family business is that you don’t always get to talk to folks outside the family. A couple of times a year we run a Dinner with the Family Workshop where you connect with other family business owners over great food and conversation. We bring a new guest speaker to the table each time and you also hear from the greatest experts in the field -- family business members themselves, revealing to you the many struggles and failures, as well as the joys and successes they have experienced. You'll be amazed how much you can learn from other families companies who might be in a completely different industry or stage of business life. .
  8. Have better conversations, create your vision of what success looks like for your family, Run your business more professionally, with best practices, policies and procedures Build a strategy that works for your business and your life. Identify and understand what is holding your back and create best practices, improved Make your family business the best place to work, grow and be together as a family.
  9. No two families are the same. No two business are the same either. Shift and Flow works to provide support and guidance specific for your family's situation, work style and values, your business and the unique challenges you face. Sometimes you just need a good old-fashioned kick-in-the-pants to get on with doing what you know needs doing.
  10. Have better conversations, create your vision of what success looks like for your family, Run your business more professionally, with best practices, policies and procedures Build a strategy that works for your business and your life. Identify and understand what is holding your back and create best practices, improved Make your family business the best place to work, grow and be together as a family. I help family-owned and operated companies address complex issues that often arise from a mix of personal and professional behaviors and aspirations, facilitate transitions of ownership and leadership across generations and help build strong family leadership teams within each generation to carry on established family business traditions and develop new ones to meet changing times and markets.   I can show you how to promote communication and understanding in your family business, provide an overall sense of direction and continuity, and help you outline your family's business and personal goals.
  11. I’d love to have you part of our family. If you would like to get in contact with me here at SHIFT AND FLOW, there are a few ways to do it: Huge Thanks for today! Wishing you peace, love and abundance in your family life and in your family business. Brigitte