Ensure Continuity in your Family Business
The senior generation often receives immense satisfaction in seeing the decades of effort and energy they poured into the business successfully transfer to the next generation of owners. However,...
Succession and Estate Planning
Success in the Second Half of Life
November 18, 2022
Arthur Brooks’ book, “From Strength to Strength: Finding Success, Happiness, and Deep Purpose in the Second Half of Life,” offers helpful ways to think about your transition from a successful first...
Lead Your Family In Ownership Transition
October 18, 2022
Here are four conversations you need to have with heirs.
The Toughest Factor In Succession Planning
April 18, 2022
One of the hardest tasks in a family business is transitioning relationships to the next generation.
Rethink Failure
March 18, 2022
Exploring your options can lead to unexpected solutions to reconfigure ownership and management.
Make Progress On Your Estate Plan in 2022
February 18, 2022
There is only one wrong approach to estate planning, and that is to do nothing.
A Step Up Instead Of A Step Down
December 18, 2021
Consider the role of Chairman when it's time to let go as the family business CEO.
Three Questions To Guide Management Succession
November 18, 2021
Reduce this challenge to a few key points to help in handing off an operation to the next generation.
Succession Scars
September 18, 2021
Family businesses transitioning from one generation to the next are full of promise.
Exercise The Succession Muscle
August 18, 2021
Begin the planning process with activities that build your capacity for change.