Resources & Articles

Business Transition & Family Enterprise Advisory


Bringing up the Next Generation of LeadershipMay 7th, 2021

Many people find great joy working in a family business. Spending time with relatives and moving toward a common goal can be fun and fulfilling....
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Forget About Succession Planning—6 Ways to Plan for Success Instead!April 30th, 2021

As small business owners, we’ve all had the knock at the door or the call from a ‘friend’ who tells you that they ‘do’ succession...
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The Virtues of Family Employment PoliciesMarch 11th, 2021

There comes a time in every company — a tipping point — when growth prompts the need for more formal policies and procedures. One of...
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Crisis Proofing Your BusinessMarch 2nd, 2021

Having worked with business owners for the past 25+ years, I’ve come to realize that even successful owners don’t always have fail-safes in place to...
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Family Matters: Fair vs. Equal – are they the Same?February 8th, 2021

Many parents believe that assets should be equally divided among their children.  This includes real estate, securities, artwork, and even household items.  Of course, this...
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What Do You Want Your Estate Plan to Say About You?September 22nd, 2020

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 EnterprisesJune 10th, 2020

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 FamilyJune 5th, 2020

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 PlanMarch 25th, 2020

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 CircleFebruary 6th, 2020

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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