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The Right Offer

STORYLINE: Owners of a hotel company consider an outside investment in order to innovate their brand with a new line of hotels and stay competitive. MAIN THEMES: Innovation, disruption, and passing the torch to rising generation. CASE NOTES: Playbill, Character Background, Family Trees. COMPLEXITY RATING: 2. DAYS OF ACCESS: 7days for preparation and meeting. RUNTIME: 1 hr, 1 minute. Pricing is exclusive of any facilitator fees.

$2,000 special introductory rate
Stalemate

STORYLINE: Third generation family member prepares for his first board meeting, ready to share new ideas. MAIN THEMES: Engaging the rising generation in family foundation; managing different perspectives and approaches to grant-making. CASE NOTES: Playbill, Family Tree, Extended Character Background, Discussion Guide. COMPLEXITY RATING: 1. DAYS OF ACCESS: 7 days for preparation and meeting. RUNTIME: 32 minutes. Pricing is exclusive of any facilitator fees.

$1,500
The Decision

STORYLINE: Family is torn between a commitment to renewing the family business and the attraction of a liquidity event. MAIN THEMES: Decision-making for the family business, whose story is this/finding your path within the family structure. CASE NOTES: Playbill, Discussion Guide. COMPLEXITY RATING: 2. DAYS OF ACCESS: 7 days for preparation and meeting. RUNTIME: 31 minutes. Pricing is exclusive of any facilitator fees.

$1,700
The Big Payday

STORYLINE: The family meets to discuss plans for the proceeds of the sale of business. MAIN THEMES: Whose money is it, engaging the family in planning and decision-making, assumptions/expectations, communication. CASE NOTES: Playbill, Family Tree, Extended Character Background, Discussion Guide. COMPLEXITY RATING: 2. DAYS OF ACCESS: 7 days for preparation and meeting. RUNTIME: 47 minutes. Pricing is exclusive of any facilitator fees.

$2,000
The Outsider

STORYLINE: A family meets to make key decisions about the future of its business and philanthropic foundation. Loyalty to established plan or new direction? MAIN THEMES: Established plan or new vision, business succession, charitable mission and business, families of affinity. CASE NOTES: Playbill, Family Tree, Chronology, Extended Character Background, Discussion Guide, Articles from James E. Hughes. ADDITIONAL VIDEO: 3 prequels from Connor Family Archives, Interview with Jay Hughes Discussing Themes from The Outsider. COMPLEXITY RATING: 4. DAYS OF ACCESS: 7 days for preparation and meeting. RUNTIME: 40 minutes main video, 30 minutes Jay Hughes interview, 10 minutes Archives. Pricing is exclusive of any facilitator fees.

$2,500

Free Previews

Introduction to Shaking the Tree

Included: 3 short videos to provide an overview of the organization and insights on the Living Case Study development process and facilitating

0.00
The Right Offer

Included: Playbill, Video Clip. ACCESS: 3 days.

0.00
Stalemate

Included: Playbill, Introduction, Video Clip. Days of Access: 3 days.

0.00
The Decision

Included: Playbill, Introduction, Video Clip. Days of Access: 3 days.

0.00
The Big Payday

Included: Playbill, Introduction, Video Clip. Days of Access: 3 days.

0.00
The Outsider

Included: Playbill, Introduction, Video Clip from main video. Days of Access: 3 days.

0.00

Special Access Options

All-Access Annual Membership

Have full use of all our content for a full year. Provides ultimate flexibility in planning and preparation. Comparable to purchasing the use of 4-5 videos separately. Individual, Corporate, and University Memberships available. Application process.

Starting at $10,000 a year
Advance Access

To keep your meetings strategic and a reasonable length, allow your meeting participants view the video in advance. “Advance Access” can be purchased in conjunction with any Full-Length Video or All Access Annual Membership.

$250 admin fee + $30 per participant
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