Research indicates family businesses consistently out-perform non-family businesses in terms of return on investment and market value. So what are the advantages available to a family business that can make them more successful?

FBA’s Family Business Essentials workshop (online) will provide you and members of your family with the opportunity to spend 3 x one hour sessions focusing on the health of your family business, where you want to be and how you can harness your distinct competitive advantage to reach your goals. In these interactive sessions, you will use the family business diagnostic tool to identify areas of your business that need attention and help guide you in the direction of forming relevant strategies and action plans moving forward.

Tuesday, 15, 22 & 29 September 2020

12.00noon - 1.00pm (NZST)

Online Workshop

Registration fees

FBNZ Member

Non Member

$95.00 (redeemable if attendee joins FBNZ within 7 days of workshop)





Course outline

  • Identify family and business as interconnected systems which need differing approaches to maintain performance

  • Understand the structures and processes that will professionalise your family business

  • Complete a diagnostic on your family business and devise strategies and actions for your family business


  • What makes a family business different

  • The competitive advantages of family businesses

  • The 3 intersecting elements of family business – family, business, ownership

  • The conflicting systems of “family” and “business”

  • Family business values

  • 9 Key success factors for a family business

Key learning

  • Understand the key elements of a successful family business

  • Identify how those key elements apply to your family business

  • Identify areas of your family business that require focus and set priorities

  • Develop an action plan to take back to your business to refine and implement

Who should attend

  • All members involved in strategically guiding the family business

  • Family businesses that do not have the wisdom of previous generations to draw upon

Lowen Partridge


Lowen is a Certified Practising Marketer who specialises in brand strategy. She established her consultancy, Peartree Brand Strategy, 20 years ago and many of her clients are family businesses who experience the particular joys, benefits and heartache of family members working together.

As an Accredited Family Business Advisor Lowen is able to work with her clients to address the key family business issues through important understandings and communication strategies, particularly establishing a Family Council and the development of Family Charters. This approach compliments other brand building activities supporting the successful development of the family business brand.

Lowen has had a long involvement with FBA. She has been a member of the South Australian Chapter Committee for over 10 years and often facilitates FBA events as well as delivering the Family Business Essentials Course.