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

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:        
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►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/      
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GUEST’S DETAIL:
► Website Link: https://www.sarabstern.com/
► Grab a Copy of Start Here: A Guide for Family Business Succession (https://www.amazon.com/Start-Here-Fam...) and Married to the Family Business (https://www.amazon.com/Married-Family...)
► Sara B. Stern - LinkedIn:   / sarabstern  




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