Tag: succession planning

Succession Planning, Part 2
Planning for Succession, Part 2: Techniques & The Path to Success

Succession planning should be rooted in an evaluation of the abilities and desires of those…

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Succession Planning
Planning for Succession, Part 1: Transitioning Ownership & Key Elements to Succession

Review the the key elements to succession planning, why it's important and transitioning ownership for…

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Family Business Merger or Acquisition
Family Business Exit Planning: The Next Generation or M&A?

Arguably the most critical element of a family business' succession plan will be who will…

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Building a Future for Your Family Business
Building a Future for Your Family Business

In this whitepaper, we examine some of these challenges facing today’s family-owned businesses as well…

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Succession Planning for Family Businesses
Succession Planning for Family-Owned Businesses

In order to ensure a promising future for their companies, family business owners and operators…

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Real Estate Growth & Opportunity Whitepaper
Real Estate Companies: Driving Growth & Opportunity

In this whitepaper, we address three critical elements to real estate company success — taxes,…

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Moving on to a New Leader for Your Nonprofit
Moving on to a New Leader for Your Nonprofit

Many nonprofits run into a dilemma in which the person instrumental in establishing and growing…

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