Advice for your family business and business families
Insights to help you make the most of your family business throughout every stage of its lifecycle
Established
You need a plan to ensure your business continues to create value. Here are insights you might find useful.
-
Family focus: The non-technical or family component of succession
The best succession plans focus on the non-technical component such as family communication, family values, family dynamics and family expectations.
-
Looking beyond tax — planning for the use and ownership of the family vacation property
Owning and managing a family vacation property between generations requires you to consider more than just the tax questions.
-
Succeeding at Family Business Succession Planning
Communication, governance, grooming and fair vs. equal are important principals to keep in mind when developing a succession plan.
Take the ExitSMART™ Assessment
Is your succession planning on the right track? Find out with our ExitSMART™ assessment tool.