Resources & Articles
Business Transition & Family Enterprise Advisory
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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Business Succession – 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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Keeping the Family Cottage in the Family
As the weather starts to become warmer and the first long weekend has just passed, we look forward to spending time outdoors with our families. ...
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Where Are You in the Life Cycle of Your Business?
“How will you attract and retain quality employees? How can you protect your newfound wealth, for now and the future?” As a business owner, you...
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Business Succession – 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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Bringing up the Next Generation of Leadership
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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The Healthy Way to Hire the Kids
Most businesses have accounting, computer and vacation policies. Why do so few have family employment policies? Making decisions about hiring younger relatives can be difficult....
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Diminishing Tax Advantages
Although anyone can take advantage of tax-saving programs, not everyone will. For those that do implement these programs, they may be able to save thousands...
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Family Matters: Fair vs. Equal – are they the same?
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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Creating Value in Your Business
Business value is a touchy subject with owners these days. In general, corporate values are down because of the economy, but as baby boomer business...
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