Resources & Articles

Business Transition & Family Enterprise Advisory


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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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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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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Business Succession Series Article 3 of 4 – The Business CircleJanuary 30th, 2020

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 CircleJanuary 23rd, 2020

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?January 16th, 2020

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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