October 2021
Separating the owner and operator roles and understanding the differences can help provide clarity and flexibility and is especially important when it comes time to pass the baton.
8 best practices to prepare the next generation for the family business
September 2021
Families who have successfully navigated major wealth and business transitions tend to share a set of identifiable best practices.
What is your company worth?
July 2021
Understanding the value of your business and the key factors that drive that value is critical in helping you make strategic decisions about the business.
Three keep/sell pivot points
June 2021
Business owners often struggle with the keep/sell "what-if" scenarios; narrowing your focus to risk, timing, and control can help bring clarity.
Legal protection for unmarried couples
May 2021
If you are in a relationship and not married, it is important to be aware of the financial and legal protections marriage provides and actions you may consider taking.
Take Control: Business Strategies in Unprecedented Times
April 2021
During these uncertain times, it may be tempting to take a wait-and-see approach but it is important to take steps to position your business appropriately during this time.
April 2021
While planning for business transitions can be complex, following a disciplined process can help owners plan and execute a successful business transition.
Private equity group vs. strategic buyer
April 2021
Key considerations when selling to a strategic buyer vs. private equity group.
March 2021
How family business governance can help prepare the next generation for a business transition
Transfer on Death Designations: Advantages and Disadvantages
December 2020
Explore some of the potential advantages and disadvantages of POD/TOD designations and pitfalls to consider.
