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Bus 337 Family Business Paper

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Bus 337 Family Business Paper
University of North Carolina at Greensboro
Bryan School of Business and Economics
Department of Business Administration ENT/BUS 337 Family Business M-W 2:00pm - 3:15pm – (Room 216 Bryan Building) Professor: W. Noah Reynolds, CPA MBA Email: wnreynol@uncg.edu Office: TBD – after class Home: NA Phone: (336) 971-1600 Fax: NA Office Hours: By appointment Credits: 3:3 Prerequisites: None CATALOG DESCRIPTION: This course is designed to provide an overview of family business, including what is required for family harmony and business continuity. STUDENT LEARNING OUTCOMES: This course is an upper level elective designed for students interested in pursuing a career in
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The course is structured as a seminar on family business success factors. Each student group will select a family business and complete four exercises exploring their own selected family business situation. The first exercise will provide an overview of the family history and culture with three additional exercises addressing family participation, leadership development, and strategic planning. These exercises represent a foundation for the development of a comprehensive planning process for a family business. The learning activities include lectures, assessments, exercises, guest speakers, family projects, videos, case and class discussion, text readings and outside reading assignments. The study of family business is a multidisciplinary academic topic and consequently, guest speakers will be used to provide the most current information and professional experience. Each class session is designed to provide theory or background information and an opportunity for application in the form of cases, guest speakers, or student activities. The diagram below represents a family business planning model that is demonstrated in the family projects completed throughout the course. It is found on page 12 of the text (handout), Strategic planning for the family business by Carlock & Ward. …show more content…
* Case #15(Poza) “SFB – The Son-In-Law” * Case #16(Poza) “SFB – The New MBA” | | Mon Oct 25 | * Article 8(BB) “Structuring the Financing of Family Businesses,” Susbauer & Johnson * Case #17(Poza) “SFB – Real Estate Development Partners” | Group Exercise C Worksheet & Paper Due (45 POINTS) | Wed Oct 27 | * SPEAKER: PAUL HATTENHAUER JD CPA, Estate Planning Attorney, http://www.ceclaw.com/partners/paul-hattenhauer * CH 8(Poza) - Financial Considerations and Valuation of the Family Business |

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