EOS for a Better Business, Better Life

EOS Meets the Three-Circle Model of Family Business | Sara B. Stern | Ep 222


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In this episode of Better Business, Better Life, host Debra Chantry-Taylor is joined by Sara B. Stern, an EOS implementer and family business expert, for part one of a powerful two-part series on navigating the complex intersection of family dynamics and business strategy. 


Together, they explore the Harvard three-circle family business model and how to apply EOS tools to create clarity, define roles, and manage conflict in family-run businesses. Sara shares practical insights on fairness across family, business, and ownership circles, the importance of clearly defined roles like Visionary and Integrator, and why conflict can be healthy if handled in the right context. 


If you're navigating blurred roles, tension, or unclear expectations on leading a multi-generational company or just beginning succession planning, this episode offers essential tools for building a stronger business and healthier family relationships. 




CONNECT WITH DEBRA:         

___________________________________________         

►Debra Chantry-Taylor is a Certified EOS Implementer | Entrepreneurial Leadership & Business Coach | Business Owner 

►Connect with Debra: [email protected] 

►See how she can help you: https://businessaction.co.nz/       
____________________________________________         

GUEST’S DETAIL: 

Website Link  

► Grab a Copy of Start Here: A Guide for Family Business Succession and Married to the Family Business 

Sara B. Stern - LinkedIn 




Chapters:   


00:32 - Introduction 

02:12 - Balancing Family Dynamics and Business Strategy 

03:38 - Challenges in Family Business Dynamics 

05:18 - Defining Fairness in Family Business 

08:21 - Role Assignment and Succession Planning   

11:14 - The Importance of the Owner's Box   

20:54 - Handling Conflict in Family Businesses   

23:10 - Practical Tips for Family Business Owners   

32:21 - Recommended Books for Family Business Owners 


...more
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EOS for a Better Business, Better LifeBy EOS Implementers Debra Chantry-Taylor, Adam Harris, business owners and experts!

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