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CFAR Presenter: Caleb White

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Working In, With, or For a Family Business – Challenges & Opportunities

With over 90% of AED equipment dealerships being privately held family businesses, understanding how to navigate this dynamic is essential for long-term success. This session explores the distinct but interconnected roles of owners, family members, and employees within family businesses. Participants will learn:

  • The 3-Circle Model: Understanding ownership, family, and business roles
  • Complexities & challenges faced by family-run businesses
  • Strengths & opportunities unique to this structure
  • Historical context and case studies highlighting key lessons
This interactive session invites attendees to ask: "Who am I? Where do I fit within these three circles? What opportunities or challenges do I face?" Led by Caleb White, and Jeff Scott of Scott Machinery Ventures, this session combines practical insights, real-world case studies, and research to help participants better understand their role within the evolving dealership landscape.

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Working In, With, or For a Family Business – Challenges & Opportunities