Resources & Articles
Business Transition & Family Enterprise Advisory
What Do You Want Your Estate Plan to Say About You?
Contrary to what many people believe, you don’t have to be wealthy to draft an estate plan, but if you are, having an estate plan...
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We Serve a Wide Variety of Business Areas and Provide Quality Advice to Family Enterprises
DJB understands the complexities and challenges of Family Enterprises facing a business transition. The majority of entrepreneurs and their families have no transition plan. The...
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Keeping the Family Cottage in the Family
As the weather starts to become warmer and the first long weekend just passed, we look forward to spending time outdoors with our families. Many...
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Three Common Mistakes Made When Businesses Succession Plan
When considering business succession planning for your business, these questions tend to come to mind: How do I plan for the future of my business...
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Business Succession Series Article 4 of 4 – The Ownership Circle
In my three previous articles, I introduced the Three-Circle Model of Family Enterprises that is now commonly used by Advisors and then took a look...
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Business Succession Series Article 3 of 4 – The Business Circle
In my previous articles, I introduced the Three-Circle Model of Family Enterprises that is now commonly used by Advisors and we looked at the Family...
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Business Succession Series Article 2 of 4 – The Family Circle
In my last article, I addressed the question “Where Do I Start?” and I introduced the Three-Circle Model of Family Enterprises that is now commonly...
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Business Succession Series Article 1 of 4 – Where Do I Start?
When Family Enterprise Advisors and other Business Transition Consultants talk to the owners of even very small businesses, the question asked of them is usually...
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Meet the Lead of Our Business Transition & Family Enterprise Advisory Services: Paul Stringer
Paul is a Partner at DJB and his practice focuses on family businesses. This builds on over 40 years of experience in providing traditional assurance...
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KPIs Help Keep Companies on Track
After years of experience, owners often know in their gut how their company is doing at any given time. But this vague notion of performance...
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