Family in the Business: Roles, Money and Boundaries

Name: Family in the Business: Roles, Money and Boundaries
Price: 24.00 USD

with Incipio Studio

Original curriculum by Incipio Academy

Hiring your brother, paying your mum, handing over to your daughter. Build the role charters, pay rules and succession plan that keep the business profitable and the dinner table civil.

16 lessons16 videos5h 41mIntermediateLifetime access

What you’ll walk away with

Skills, not certificates of attendance

01Write role charters that end 'who decides what' arguments

02Set defensible market pay for relatives on the payroll

03Run family meetings separately from business meetings

04Exit a family member from a role without losing the relationship

05Build a staged succession plan tied to evidence, not birth order

Curriculum

4 chapters · 16 lessons

5h 41m total

01The Deal Before the Drama

4 lessons+

1Map the Three Systems: Family, Ownership, BusinessVideo
18:40
2The Role Charter: Titles, Scope and Decision RightsVideo
22:15
3Equity, Sweat and Fairness: Who Owns What and WhyVideo
26:30
4The Family Employment Policy: Entry Bar and Exit TermsVideo
19:05

02Money Without Resentment

4 lessons+

1Set Market Pay for Relatives and Defend It in WritingVideo
21:20
2Salary vs Distributions: Keeping Operators and Owners EvenVideo
24:10
3The Perk Audit: Cars, Company Cards and Quiet LeaksVideo
16:45
4Open Books, Clear Limits: What to Share and With WhomVideo
18:00

03Running It Day to Day

4 lessons+

1The Two-Table Rule: Family Meeting vs Board MeetingVideo
17:30
2Performance Reviews When You Share a SurnameVideo
23:50
3Removing a Family Member From a Role, Step by StepVideo
27:40
4Spouses, In-Laws and the Shadow ShareholdersVideo
15:20

04The Long Game: Succession and Exit

4 lessons+

1Choose a Successor on Evidence, Not Birth OrderVideo
25:15
2The Five-Year Handover: Transferring Authority in StagesVideo
28:30
3Buy-Sell Agreements, Insurance and Sudden ExitsVideo
22:05
4Selling the Family Business: Align Everyone Before the LOIVideo
20:40

Your instructor

Incipio Studio

Original curriculum by Incipio Academy

Incipio Studio is the academy's in-house curriculum team. Studio courses distill proven playbooks, frameworks, and operator interviews into structured, do-this-next lessons, researched and produced by Incipio Academy.

“We rewrote the role charters in a weekend and the same argument we'd had for three years just stopped. My brother now runs operations and I sleep again.”

Verified student

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