Resources & Articles

Business Transition & Family Enterprise Advisory


KPIs Help Keep Companies on TrackJuly 27th, 2017

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 CircleJune 27th, 2017

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 FamilyMay 26th, 2017

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?May 9th, 2017

“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?April 11th, 2017

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 LeadershipJanuary 10th, 2017

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 KidsSeptember 8th, 2016

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 AdvantagesApril 28th, 2016

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?March 10th, 2016

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 BusinessDecember 3rd, 2015

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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