2025 Family Business Retreat

Spend three days working "on your business" instead of "in your business."

Solidify the Direction of Your Family Business

Understanding family business dynamics is vital. When your family faces personal emotions, unresolved past conflicts, or other family-related issues which impact your business, you need skills to address conflict before and as it arises.

 

The 2025 Family Business Retreat will equip you with tools to help maintain family unity and cohesion. This immersive experience is designed to help family business owners address key challenges such as:

  • managing expectations
  • resolving conflicts
  • enhancing communication
  • and fostering family unity
 
Through a blend of large group sessions led by nationally recognized consultants and personalized family time with individual facilitators, you'll gain valuable insights and tools to navigate the complexities of family business dynamics. 
Register Your Family

2025 Retreat Details

pfba jorgensen

Multigenerational ranch, lodge to host family business retreat

April 10, 2025

When I was asked to attend this retreat with my family, I was very reluctant. I was unsure what to expect and was scared that I was going to hear things that I did not want to.

Once we were put in a room together and the tougher questions were being addressed, I think we all sighed in relief to realize that we should have just taken the time to talk through things before and we would have come to the conclusion that we are all actually on the same page of why we are a family business and why we want to continue to be. It was extremely comforting to know that they are entrusting me to carry on the legacy of Baker Boy. I feel it brought us closer together as a family.

– Baker Boy Family Member

We often find that we need to get to another zip code to get away from day-to-day distractions.

This focused time at the Nelson Farm was invaluable for our family. It helped us set goals and gave us guidance for how to reach the goals. It also helped us see that at the heart of our business is family, and at the heart of our family is love for one another and if we can keep that in mind we can be successful.

– 2023 Retreat Family Member

Register for 2025 Retreat

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Agenda

A look back at what we accomplished at the 2023 retreat

Day One

11:00 AM – Come & Go Check-In & Casual Lunch in Dining Room
1:00 PM – Welcome & Introductions
1:30 PM – Opening Session: Exploring the new three circle model: Engagement, Succession, & Governance
2:30 PM – Break
2:45 PM – Session 1: Facilitator-Guided Breakout
4:45 PM – Reflect, Recap & Look Ahead
5:00 PM – Leisure Time
6:30 PM – Appetizers
7:30 PM – Dinner

Day Two

7:00 AM – Come & Go Breakfast
8:00 AM – Session 2: Maximizing Family Effectiveness Through Insights Discovery®
9:30 AM – Break
9:45 AM – Session 2: Maximizing Family Effectiveness Through Insights Discovery® Cont’d.
12:00 PM - Lunch & Break
1:00 PM - Session 3: Facilitator-Guided Family Breakout
2:45 PM - Break
3:00 PM - Session 3: Facilitator-Guided Family Breakout Cont’d.
4:45 PM - Reflect, Recap & Look Ahead
5:00 PM - Leisure Time
6:30 PM - Appetizers
7:30 PM - Dinner

Day Three

7:00 AM – Come & Go Breakfast
8:00 AM – Session 4: Facilitator / Family Roundtables
9:00 AM – Break
9:15 AM – Final Session: Facilitator-Guided Family Breakout 
10:30 AM – Share Key Takeaways and Gratitude
11:30 AM – Lunch & Goodbyes

"It is so easy to get "in your head" when it's time to face the hard realities of what your family business needs to stay sustainable in the future.

The PFBA moderators/facilitators make it so comfortable and safe to take those ideas out of your head and lay them on the table. From there, a plan takes a solid form and moving forward becomes possible."

– 2023 Family Retreat Attendee

Register for 2025 Retreat