October 28-30, 2026 | Newport Beach, CA
Join us at Transitions Fall, hosted by Family Business Magazine and the oldest national conference created for family companies, by family companies.
As a sponsor, we’re pleased to offer our clients and colleagues an exclusive 15% discount to attend. Use code
FBCG15 when registering to save.
From 1995 to Today: Lessons from a 30-Year Family Business Benchmark
Concurrent Session on October 29 at 2:15 PT
Presented by Shawna Lecuyer, Joshua Nacht, and Dana Telford of The Family Business Consulting Group
This session shares findings from a landmark benchmark study that revisits the original American Family Business Survey first conducted in 1995. By comparing then-and-now data, business-owning families gain a clear view of how succession planning, ownership structures, governance practices, and family priorities have evolved across generations. Grounded in real family experiences, the discussion highlights progress families have made, emerging risks they now face, and practical insights for building continuity and family harmony.