EPISODE · May 12, 2025 · 33 MIN
EOS Meets the Three-Circle Model of Family Business | Sara B. Stern | Ep 222
from EOS for a Better Business, Better Life · host EOS Implementers Debra Chantry-Taylor, Adam Harris, business owners and experts!
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: ___________________________________________ ►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/ ____________________________________________ GUEST’S DETAIL: ► Website Link ► Grab a Copy of Start Here: A Guide for Family Business Succession and Married to the Family Business ► Sara B. Stern - LinkedIn 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
What this episode covers
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: ___________________________________________ ►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/ ____________________________________________ GUEST’S DETAIL: ► Website Link ► Grab a Copy of Start Here: A Guide for Family Business Succession and Married to the Family Business ► Sara B. Stern - LinkedIn 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
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EOS Meets the Three-Circle Model of Family Business | Sara B. Stern | Ep 222
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