How to Succeed as a Non-Family Executive in a Family-Owned Business

March 12, 2025 | 5:00 PM - 8:30 PM Pacific Time

In this presentation, Richard Wolkowitz will share insights on successfully navigating the unique dynamics of family-owned businesses as a non-family executive. Drawing from his extensive experience working with family offices, he will explore the critical factors that contribute to success in these environments, including strategies for building trust, aligning with family values, and managing expectations.

He will also highlight common pitfalls to avoid and key actions that executives must take to effectively lead and drive business growth while maintaining strong relationships with family stakeholders. This session will provide valuable guidance for financial executives looking to excel in leadership roles within family-owned enterprises.

Prior to our main session, join us for a PD session with Eide Bailly. Beyond the Numbers: Key Insights for Smarter M&A Decisions

Learning Objectives:

Discover what to look for and potential deal breakers during the acquisition process
Review the quality of earnings (QofE) report, a standard part of the due diligence process
Identify common areas where you should go deeper than the P&L, EBITDA adjustments or the balance sheet

*Individuals who register as a Qualified Prospective Member must meet FEI's Membership Qualifications.

To invite a guest, please complete the Guest Registration Form. We'd love to see you there!

Registration for this event is closed.

Location

Pacific Club
4110 MacArthur Boulevard
Newport Beach, CA 92660

See Full Agenda

Speakers

Dylan Offutt

Manager
Eide Bailly

Kyle Orwick, CPA, CMAA

Partner - Transaction Advisory
Eide Bailly

Richard J. Wolkowitz

Founder
Xylogenesis | Family Office Advisory

Credits 1.00 CPE Basic	Method group-live	Field Business Management and Organization, Non-technical	Prerequisites none
Credits 1.00 CPE Basic	Method group-live	Field Finance, Technical	Prerequisites none

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