Owner Strategy Tool

Creating your Own Owner Strategy Statement

By Josh Baron 

Banyan Co-Founder and Senior Advisor Josh Baron joined Purposeful Planning Institute for a webinar to discuss a step-by-step tool for creating an owner strategy statement. This tool, from the Harvard Business Review Family Business Handbook Toolkit, takes you through the steps of defining purpose, goals, and guardrails together as a group of family owners to create your Owner Strategy statement.