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Live Webcast Replay

The Successful Family Business

Total Credits: 4 including 4 Business Management & Organization - Non-technical

Average Rating:
ACPEN Industry Institute |  Industry
James T. Lindell
Course Levels:
4 Hours




This course takes a candid look inside the family business. Understanding the dynamics of family interaction will be one of the most important skills in helping a family business succeed. This course will help the participant navigate delicate issues and learn to provide counsel that will grow - or protect - the family business and non-family staff.

Basic Course Information

Learning Objectives *Understand the issues that family businesses struggle with *Learn how to avoid Generational business complications *Understand how non-family members view the family and the role of the professional manager *Learn how to preserve the family bonds, resolve conflict and stay in business *Learn how to prepare the family & business for eventual sale.
Major Subjects *Dynamics of the Family Business

Course Materials


James T. Lindell Related seminars and products: 9

CPA, CSP, CGMA, MBA, President

Thorsten Consulting Group, Inc.

James (Jimmy) T. Lindell is President of a Wisconsin-based provider of strategic and financial consulting, professional speaking, training, and executive coaching. Jim has an extensive background in senior management including positions as Chief Financial Officer, Corporate Controller and Corporate Assistant Controller. Jim has worked with a variety of industries including: manufacturing, health care, not-for-profit, distribution, and food processing. He has participated in more than 50 M&A projects.

Jim is a CPA with public accounting experience at several local and regional accounting firms. He is a recipient of the Certified Speaking Professional designation, the highest designation that can be earned by a member of the National Speakers Association. He is a TEC/Vistage Chairman (The Executive Committee).  He is a member (and instructor) of the American Institute of CPAs and the Wisconsin Institute of CPAs and a member of the National Speakers Association.

Jim is the author of the AICPA book Controller as Business Manager, and author of the AICPA courses: AICPA’s Annual Update for Controllers, Analytics and Big Data for Accountants, Strategic Planning: A Simplified and Workable Approach for Private Companies, and AICPA's Controllership: 25 Critical Lessons from the Trenches. Jim also authored and was part of the AICPA video and course, Minimizing the Effects of a Recession on Your Business. He is a contributing author of the AICPA course The Fast Close, Soft Close, Virtual Close? Now Days, Not Weeks.

Jim is a seven-time recipient of the AICPA’s Outstanding Discussion Leader Award.

Jim is a member of the folk music group Deep Pool, retired coach of a boys’ high school rugby club, and still plays “old boys” rugby.

Additional Info

Basic Course Information

Advanced Preparation None
Course Developer James T. Lindell
Designed For Anyone looking to become more focused and productive in their work
Original Recording Date 03/07/2017
Prerequisites None
Yellow Book No
Date Added to Catalog 03/03/2017

Additional Information

Complaint Resolution Policy Please contact Anne Taylor for any complaints., (972-377-8199).
Instructional Delivery Method Group Internet Based
Official Registry Statement

Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

Course Registration Requirements Online Registration
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.

Promo Video



Overall:      4.6

Total Reviews: 108


Alvin T

"One of the best classes, this is a real challenge in my consulting business and I'm grateful, good presentation and info!"

Karen D

"Great speaker - commented on many issues faced in family businesses with detail."

Dana G - Dallas, Texas

"Course handout not listed at the beginning of and for the majority of the course, but responsiveness to my questions about this was swift and effective and by the end of the course the course manual was available in the handouts tab. Thank you!"

Patricia H

"Very enjoyable and relevant to my position as a professional manager. I am going to have my owner view this course as well. Thank you!"

Cara M

"Great examples and I can relate working for 13 years for a family business that reached 3rd generation."

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