Succession Planning Archives

Business Individuals Retirement Succession Planning

Family businesses need succession plans, too

Those who run family-owned businesses often underestimate the need for a succession plan. After all,…

December 6, 2018

Business Succession Planning

Change management doesn’t have to be scary

Business owners are constantly bombarded with terminology and buzzwords. Although you probably feel a need…

October 31, 2018

Business Succession Planning

Could a long-term deal ease your succession planning woes?

Some business owners — particularly those who founded their companies — may find it hard…

June 6, 2018

Accounting Business Succession Planning

7 steps to choosing a successor for your family business

There’s an old saying regarding family-owned businesses: “Shirtsleeves to shirtsleeves in three generations.” It means…

December 20, 2017

Business Business Valuations Succession Planning

Valuation often affects succession plans in hard-to-see ways

Any business owner developing a succession plan should rightfully assume that regular business valuations are…

October 20, 2017

Accounting Business Succession Planning

Don’t let “founder’s syndrome” impede your succession plan

Are you the founder of your company? If so, congratulations — you’ve created something truly…

September 26, 2017

Business Valuations Retirement Succession Planning

What Is Your Succession Plan?

Did you know that ten trillion dollars of wealth, including that of closely held businesses,…

ChrisAugust 5, 2017

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Succession Planning