We provide support for your Family-Owned Business                                                                         

Our Mission is:

The Institute for Family-Owned Business is a non-profit organization committed to supporting, strengthening and empowering family-owned businesses throughout the state of Maine. The Institute serves family business owners, executives and employees through a wide range of continuing education programs, networking opportunities and consulting services. The Institute is a comprehensive resource for family-owned business.

Last Opportunity to Partake in Succession Planning Project

You may be aware of the noise in the marketplace over the last few years about succession planning and its importance. However despite this noise there is almost no global research on the topic and many people remain confused as to what succession is all about. Most people think of succession in terms of retirement whereas succession is truly about continuity of the business, building capital value and the compounding of wealth across generations.

Baker Tilly International in conjunction with Swinburne University, Melbourne, Australia have been undertaking a 3-year research project, which is now in its final year, to identify the success strategies, dynamics and barriers to effective succession. Baker Newman Noyes and other independent members of Baker Tilly International have been participating in a world-first global succession planning survey which is seeking to gain feedback across a broad base of business people.

Given the forecast that trillion dollars’ worth of family/private businesses will change hands over the next decade, your thoughts and experience are important and will contribute to an unprecedented breadth and depth of knowledge that will help many family/private businesses. Please take the 15 minutes required to complete this survey (all responses are anonymous). The survey will remain open until June 30.

Respondents will be able to download a copy of Succession Planning, a Baker Tilly International Guide. Once the research has been completed and analyzed, you will receive a copy of the report. This will be based on the survey findings, supplemented by high-level analysis and commentary. The report will provide valuable insight into succession planning addressing the concerns you and other participants share in the survey – insight designed to help you, your successors and your company protect the value you have created.
Take survey


TD Bank Verrill Dana
BerryDunn MEMIC
R. M. Davis Inc.



Peoples United Bank

Exclusive Sponsor of Next Generation Affinity Group

Key Private Bank


Exclusive Title Sponsor of Maine Family Business Awards


Verrill Dana

Title Sponsor of Women in Family Business Affinity Group




IFOB celebrates 20 years 1994-2014



To learn more, please contact us at (207) 798-2667 or via emailNEW MAILING ADDRESS:  Post Office Box 3364, Portland, Maine  04104.

Upcoming events

August 12, 2014 4:00 PM • Nonesuch Golf Course, 304 Gorham Road, Scarborough
August 14, 2014 5:00 PM • Yankee Marina and Boatyard, Yarmouth
November 13, 2014 3:30 PM • Visibility
December 10, 2014 5:00 PM • Cumberland Club
Join Our Email List
For Email Newsletters you can trust

Building Relationships Creating Futures

Copyright @ 2013 Institute for Family-Owned Business   All Rights Reserved.
                                        (207) 798-2667
Powered by Wild Apricot Membership Software