Empowered Ownership: The Conversations That Prevent Conflict, Resentment & Regret

Whether driven by tax changes or a transition, changes in ownership can have unintended consequences. This Masterclass is designed to help you avoid the pitfalls

Empowered Ownership Workshop


Empowered Ownership The Conversations That Prevent Conflict, Resentment & Regret

A live, practical workshop for family business owners preparing to gift or transfer ownership.

Get the conversations right now – so you’re not fixing the consequences later.

Why This Workshop Matters

For some, the changes to APR and BPR have forced you to consider ownership transfers ahead of the rule changes. For others you may be considering a change in ownership as part of a transition. 

The focus, understandably, is typically on tax and the technical elements of that transfer.

But has equal attention been paid to what really determines whether that transition strengthens or strains the family? Issues such as:

  • Expectations and emotions around fairness

  • What “letting go” and “stepping up” really mean

  • The changing roles, influence, control and authority that follow

The paperwork might protect your wealth.

These conversations protect your relationships.

This workshop gives you a proven structure to navigate those discussions calmly and confidently — before any documents are signed.

What You’ll Gain

By the end of the session, you’ll leave with:

  • A Pre-Gift Conversation Checklist – what to discuss, and what’s too important to skip

  • A clear conversation model to bring structure and confidence to potentially awkward discussions

  • Language and framing tools that keep dialogue constructive, not confrontational

  • A method to align expectations across generations without creating false harmony

  • Confidence that your family is genuinely on the same page


Workshop Details


🗓  Date: Tuesday 2nd December
 ⏰ Time: 3pm UK Time 
 📍 Location: Live via Zoom

If you can’t make it live, a full recording and workbook will be sent to all registered participants.

Investment

£395 per family business (up to two family members)

Private Sessions for families available, please email Russ@FamilyBusinessPartnership.com for details

Includes:

  • Live access plus Q&A

  • Recording and materials

  • Conversation templates and practical frameworks

  • Post-workshop reflection prompts to use in your own family meetings

Private or larger family sessions are available by arrangement.
Email russ@familybusinesspartnership.com for details.

What We’ll Cover

  1. The Pre-Gift Checklist – The 10 questions every family should answer before ownership changes hands

  2. Why Transitions Fail – The unseen factors that create friction long after the transfer

  3. Three Conversations Every Family Must Have – The ones your accountant won’t prompt but your future self will thank you for

  4. Aligning Ownership with Values – Ensuring the next phase still reflects what matters most

  5. The Silent Expectations Trap – Spotting the unspoken assumptions that derail goodwill

  6. Roles, Rights and Real Talk – Clarifying influence, authority, and boundaries when ownership shifts

  7. The Emotional Baggage Filter – How to separate historic dynamics from current decisions

Bonuses

  • The Pre-Gift Conversation Guide – A step-by-step resource for starting meaningful discussions

  • Ownership Map Template – Define roles before and after the transfer

  • Alignment Scorecard – Measure your family’s readiness for transition

  • Access to the Recording – So you can revisit at any time

  • Advisor Integration Notes – How to include your accountant or lawyer constructively

Who It’s For

This session is designed for:

  • Current owners planning to gift or transfer shares before April 2026

  • Families wanting to ensure the next generation are prepared and aligned

If you want the next stage of your family’s ownership story to feel organised, transparent, and fair — this session will help you achieve that.

Join Us

Avoid the regret of “I wish we’d talked about this sooner.”

Create clarity, confidence, and connection before you act.
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