Speaker profile last updated by AAE Talent Team on 11/12/2024.
Planning to sell, exit, or transition a business requires heavy lifting legally and financially. Unfortunately, personal transition often lags behind as it cannot easily be seen on a spreadsheet. This presentation focuses on understanding why transition planning can be complex emotionally and psychologically, as well as why successful business owners’ personality traits, values, and skills are often at odds with what is needed to plan and transition successfully. In addition, the importance of assessing and understanding differences in capabilities, styles, and key motivators between the current and future business owner is highlighted as a method for avoiding unnecessary conflict and roadblocks while also smoothing the transition process.
As self-administered personality assessments (and similar tests that measure individual values, motivators, emotional/social style) have become easier to access and less expensive to use over the past several years, there has been a surge in the use of these tools for understanding and managing relationships, groups, teams, and almost any combination of people who want to work (or live) more effectively, efficiently, and passionately together. Such tools have found homes increasingly in non-business settings including personal relationships, families, college organizations, religious groups, classrooms, and even performing arts groups (e.g. bands, theater groups). This keynote highlights the value of these tools, provides stories about their impact, and shares a vision for integrating these insights into daily living.
Although it is rarely discussed, many owners and family members who work in family-run businesses did not choose their careers. These individuals enter and stay in family businesses despite professional stagnation, low satisfaction, and even significant emotional discomfort. In this presentation, participants will learn some of the many reasons that family members who work in the family business are put in “emotional handcuffs”, what the results can be, and what can be done about it. Two types of “trapped” family members will be addressed; TYPE I: early/mid-career (2nd generation and beyond) and TYPE II: mid/late career (1st generation and beyond). Participants will learn not only how to avoid both types of trapped situations, but also a variety of various strategies for managing and remedying the situation.
Dr. Michael Klein is a keynote speaker and industry expert who speaks on a wide range of topics such as The Psychology of Exit Planning and Business Succession: Planning your next chapter while avoiding pitfalls , The Human Instruction Manual: How Psychological Assessment Tools Can Maximize Performance, Satisfaction, and Relationships and Working in the Family Business: Thriving or Trapped?. The estimated speaking fee range to book Dr. Michael Klein for your event is $10,000 - $20,000. Dr. Michael Klein generally travels from Western Massachusetts, MA, USA and can be booked for (private) corporate events, personal appearances, keynote speeches, or other performances. Similar motivational celebrity speakers are John A. Davis, Shawn Achor, Toni Coleman, Dr. Leah Lagos and Orna Guralnik, PsyD. Contact All American Speakers for ratings, reviews, videos and information on scheduling Dr. Michael Klein for an upcoming live or virtual event.
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