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The Owner Managed Business Institute (OMBI) is an international consulting firm and education and research center for family businesses. We are dedicated to helping families in business and the leaders of family companies effectively manage the important and often complicated and delicate business, ownership and family issues they face. Our goals are to help families in business achieve:

  • High professional management standards and long-term success of their family business
  • Exemplary stewardship (or a smart sale) of the family's enterprise
  • Productive and harmonious work and shareholder relationships among family members
  • World class governance of the business and the family
  • Smart financial plans for the business and the family
  • A helpful legacy for future generations including core values and financial resources
  • A healthy, harmonious and enterprising family
  • Successful transitions of management and ownership to the next generation
  • Respectful and sensible ownership policies and inheritance plans
  • Benchmark processes for developing family management and ownership talent
  • Practices for attracting and retaining the best non-family management talent

OMBI offers the most advanced consulting services, educational programs and learning materials available worldwide. All of this is supported by our leading research into the issues about which business owning families are most concerned. Our range of professional services and the extensive global experience of our consultants and educators set us apart from other groups in our field.

Our clients come from all corners of the world and from every industry. We work with business-owning families and their companies ranging from first generation, small to medium sized businesses to multibillion-dollar businesses which have been owned by the founding family for multiple generations and have hundreds of shareholders. Many of our clients are industry leaders. Many are household names.

For an introduction to our services please review our Acrobat presentation available at this link. To find out more about our professionals, our publications and research, please explore our website.


UPCOMING EVENTS

Managing the Family Business
HSM Special Management Program

These two-day interactive seminars, taught by Dr. John A. Davis, will take an in depth look at the issues family-run companies face. The following topics will be covered: dynamics and life cycles of the family business system, principles and mechanics of business and family governance, managing shareholder relationships, succession and continuity planning, lessons from successful family business dynasties and others. For more information, please visit the HSM website.

Europe
June 23, 2009: Italy (city to be determined)

Mexico
September 23-24, 2009: México City

South America
May 19-20, 2009:Sao Paulo

 

Ninth IFERA World Family Business Research Conference
Global Perspectives on Family Business Developments:
Theory - Practice - Policy

The International Family Enterprise Research Academy (IFERA) and CIIM Business School invite you to this global conference acting as a platform for the growing networks of scholars dedicated to researching family business entrepreneurship. The conference will share the latest research findings and bring together theoretical advancements, empirical trends, best practice and policy agendas, while at the same time enjoying the stunning countryside and warm culture of Cyprus. You can even book a few extra days and come along for the 2-day cultural cruise to Egypt!

John A. Davis will be the keynote speaker at this event.
Visit the IFERA website.


June 24-27, 2009


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