Succession planning 101

May 1st, 2020

A seamless transfer of leadership in a family business requires hard conversations and a detailed road map to avoid the worst potholes and ensure a successful journey. By Jeff Moravec A family business can offer great rewards—personally and professionally—for its founders and their descendants. But a family business also presents unique challenges and requires careful […]

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Succession planning strategies: Determining the true value of your company.

January 1st, 2020

By Larry Oxenham Succession planning can be a tricky matter, especially if you’re passing your business on to a family member. Sometimes keeping it in the family is viable, but not in every case. If it comes time to sell the business instead, you should be armed with some strategies for getting what it’s really […]

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