John Broons The Family Business Guy

John Broons The Family Business Guy My role is to assess each client’s situation individually and to wear the right hat at the right time. I worked in my family business for 20 years.

Since 1998, I’ve been a friendly face, a set of ears, a voice of reason and even a mediator for many Australian business owners. In the early 1990s I began the process of “buying” the business from the rest of the family. This experience heightened my awareness of one of the big issues that can arise with a family businesses – that of concrete direction as to how the business should be run and how

important a hand-over strategy is for the future. Over the past 15 years I’ve built on that invaluable grounding by working with hundreds of business owners, either directly as a consultant or in my roles as TEC Chair or Family Business Australia Forum facilitator. In that time I’ve played the role of confidante, counsellor, coach and facilitator – depending on what was required at the time.

Are "Fair" and "Equal" the same thing? ⚖️In a family, we try to love our children equally. In a business, we have to rew...
01/04/2026

Are "Fair" and "Equal" the same thing? ⚖️

In a family, we try to love our children equally. In a business, we have to reward value and contribution.

When you mix those two worlds, things get sticky.

What happens when one child works 60 hours a week in the business, and the other pursues a career in art? Do they get the same shares? Do they get the same say?

As I write in my book: "Blood is thicker than water. But this quality can mean the family business can be uniquely sticky to navigate."

If you don't have a framework to separate your "Family Hat" from your "Business Hat," you are heading for conflict. 🎩

My book gives you the tools to navigate these tough questions without blowing up Sunday lunch.

It’s time to find the answer that works for your family.

Order the book today via the John Broons website.

What is the greatest source of anxiety for a family business? 😟It usually isn't the balance sheet. It is passing down as...
30/03/2026

What is the greatest source of anxiety for a family business? 😟

It usually isn't the balance sheet. It is passing down assets from one generation to the next. We call this the transition phase.

It requires more than just a will. It requires a strategy.

Yes, we need to address tax implications and asset distribution. But if you only plan for the money, you miss the most important part: The continuity of family values.

You cannot do this alone.

I always suggest involving a "dream team" of legal professionals and financial advisors.

Why? Because this ensures a smooth transition and prevents the absolute chaos that occurs when a leader is suddenly out of the picture. 📉

Don't leave your legacy to chance.

Family First, Business Second. 🏡

Who is helping you navigate this critical transition? 👇

Do they know "Business," or just "Dad's Business"? 🌍When I was a young man, my father sent me to Coos Bay, Oregon, to wo...
27/03/2026

Do they know "Business," or just "Dad's Business"? 🌍

When I was a young man, my father sent me to Coos Bay, Oregon, to work for a timber company that wasn't ours.

It was one of the most valuable experiences of my life.

Why? Because I had to learn to survive without the safety net of my last name. I learned how the industry worked, not just how we worked.

In my book, I outline a specific leadership development model:

Step 1: Learn The Business (Macro skills, outside experience)
Step 2: Learn Our Business (Family values, specific systems)
Step 3: Learn to Lead

If your next generation skips Step 1, they often lack the confidence and the fresh perspective needed to innovate.

Where is your successor on this journey? Are they still in the bubble?

Find out where the gaps are with the short quiz on my website 🔗

Wealth without understanding is a dangerous prospect. ⚠️You cannot expect the next generation to steward what they do no...
25/03/2026

Wealth without understanding is a dangerous prospect. ⚠️

You cannot expect the next generation to steward what they do not understand. To empower family members in the decision-making process, we must prioritize financial education.

It isn't just about reading a balance sheet. It is about confidence and stewardship.By providing family members with the knowledge and tools to understand financial concepts, they can move from being passive observers to active contributors in family discussions. Whether it’s organizing workshops, bringing in external financial advisors or leveraging online resources.

Enhancing financial literacy is non-negotiable. Empowered family members are better equipped to navigate the complexities of asset management.

Family First, Business Second. 🏡

Are you preparing your heirs for the wealth, or just preparing the wealth for your heirs?

"I’m not digging for dirt. I’m digging for opportunity." ⛏️When I sit down with a family for the first time, people get ...
23/03/2026

"I’m not digging for dirt. I’m digging for opportunity." ⛏️

When I sit down with a family for the first time, people get nervous. They think I'm there to expose all the arguments and the "black sheep."

But as I write in Creating a Thriving Family Business, I choose to see conflict as opportunity.

If two people in your business agreed on everything, one of them would be irrelevant.
The tension you feel—between the old way and the new way, between caution and risk—is actually the fuel for your next growth phase.

But only if you can channel it correctly.

Without a guide, that friction causes heat and fire. 🔥
With a guide, that friction creates traction and movement. 🚀

Stop avoiding difficult conversations. That is where your breakthrough is hiding.

Book a session, and let's find the opportunity in your conflict. Contact me via the John Broons website.

If there is one thing that sinks family fortunes faster than bad market conditions, it is silence. 🤐Effective, transpare...
20/03/2026

If there is one thing that sinks family fortunes faster than bad market conditions, it is silence. 🤐

Effective, transparent communication is the bedrock of successful family asset management. You simply cannot build a lasting legacy if you are operating in silos. We need ongoing dialogue to foster a shared understanding of financial decisions.

This is why I strongly advocate for regular, structured family meetings.

These aren't casual chats. They are professional updates on financial matters where all family stakeholders are involved—regardless of their age or financial expertise.

Why involve everyone? Because this promotes a sense of inclusivity and shared responsibility. When people feel included, they feel invested. 🤝

Family First, Business Second. 🏡

Do you have a structured forum for financial discussions, or do you rely on the grapevine? 👇

"The first generation builds it. The second maintains it. The third squanders it." 📉We’ve all heard the proverb. It keep...
18/03/2026

"The first generation builds it. The second maintains it. The third squanders it." 📉

We’ve all heard the proverb. It keeps many of my clients awake at night.

In my book, I talk about the massive intergenerational wealth transfer coming our way—$3.5 trillion in Australia alone.

But wealth without understanding is a dangerous prospect.
If the next generation sees the business as a personal piggy bank rather than a legacy to steward, the business won't survive.

I believe we need to teach our kids two things:

1️⃣ How to make money (Business Skills)
2️⃣ How to manage wealth (Financial Literacy)

Are you setting them up to break the "third generation curse," or are they walking into a responsibility they aren't equipped for?

Don't guess. Measure their readiness right now.

Take the assessment on the John Broons website. Link in bio.

Is your wealth fueling a dream or a dispute? 💥I always recommend taking a holistic approach to financial planning. We ne...
16/03/2026

Is your wealth fueling a dream or a dispute? 💥

I always recommend taking a holistic approach to financial planning. We need to cover the basics—budgeting, investments, estate planning, and risk management.

But a financial plan cannot exist in a vacuum.

Most importantly, the plan must align with your family's values and aspirations.
Money is just a tool. It is not the goal itself.

If your financial strategy doesn't match what your family actually cares about, that wealth will eventually become a source of conflict rather than a resource for good.
By aligning your assets with your values (what I call the UNITE phase), you ensure that your wealth contributes to the realisation of shared dreams.

Family First, Business Second. 🏡

Does your current financial plan reflect who you are as a family, or just what you own? 👇

“It's not ready yet." 🛑Years ago, I worked with a brilliant inventor. He had a world-changing product, but he refused to...
13/03/2026

“It's not ready yet." 🛑

Years ago, I worked with a brilliant inventor. He had a world-changing product, but he refused to launch it. Why? Because it wasn't "perfect."

He wouldn't release Version 1.0. He kept tinkering. Eventually, the cash ran out, and the business folded. 📉

I see family businesses do this every day with their succession planning.
You’re waiting for the "perfect" time to talk to the kids. You’re waiting for the "perfect" governance structure. You’re waiting until you feel 100% ready to let go.
Here is the truth: There is no perfect time.

That is why my book is titled Creating a Thriving Family Business: Progress Not Perfection.

Don't be like the inventor. I want to show you how to take "Version 1.1" steps today that save your family and your business tomorrow.

Stop tinkering and start building. 🏗️

Get your copy via the John Broons website. Link in bio.

Put down the spreadsheet. Look at the family. 👨‍👩‍👧‍👦In asset management, we often obsess over the numbers—yields, diver...
11/03/2026

Put down the spreadsheet. Look at the family. 👨‍👩‍👧‍👦

In asset management, we often obsess over the numbers—yields, diversification, and tax structures. But in my experience, the biggest risk to your family's wealth isn't the market. It’s the silence between family members.

If you try to build a financial strategy without first understanding the unique communication styles and values of your family, you are building a house on sand.

The most strategic move you can make today isn't a trade. It's a conversation.

You need to create a "safe space" where financial goals can be aired without judgment. We must actively listen to every voice in the room—from the patriarch who built the wealth to the grandchild who will one day carry the weight of stewarding it.

When people feel heard, they feel invested.

Family First, Business Second.

When was the last time your family had an honest conversation about money that wasn't just about the numbers? 👇

Address

Perth, WA

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