Latest Family issue Articles
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Sale Process
Podcast: Building a Culture of Accountability Is Vital to Family Business Success, an Interview with John Garuti
About the HostRyan is an entrepreneur, podcast host of the show Life After Business and the co-owner of Solidity Financial. Having personally experienced the hazards of...
By: Ryan Tansom
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Sale Process
5 Tips for Succession Planning
One of the most common traits among the numerous entrepreneurs and business owners whom I have met over the years, is that they are focused on crystallizing the various...
By: Adam Croft
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Pre Sale
Does It Have to Be 'Shirtsleeves-to-Shirtsleeves?'
The world over, in virtually every culture, there are such truisms as “from rags to riches to rags,” “wealth doesn’t pass three generations&rdquo...
By: Cindy Radu
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Sale Process
All Companies Need to Look at Succession Planning
Most owners of small- to medium-sized businesses and their senior managers give little consideration to succession planning. In fact, it is often considered synonymous...
By: Brad Cherniak
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Pre Sale
Kids Taking Over the Business? 8 Things to Consider
Many business founders dream of the day they can transition the business to their children. But while there is much in the literature that talks about estate planning...
By: Josh Patrick
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Sale Process
Business Succession: Is an MBO or Employee Share Ownership Plan Right for You?
Many businesses with the right ingredients do not think they can raise the money — but there are many options available.Employee ownership can be a great way to...
By: Robert Napoli
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Pre Sale
Trust Advisory Committees for Succession Planning
It is very common for family enterprises to have a family trust in place. On a very basic level, someone (the settlor) transfers assets to the trustee (often one or both...
By: Cindy Radu
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Pre Sale
Podcast: Have Business Partners? Understand Buy-Sell Agreements
In this podcast you will learn about:When you have business partners, why a buy-sell agreement is so important;The role life insurance plays when funding a buy-sell...
By: Noah Rosenfarb
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Post Sale
Changing the Odds of Wealth Transfer
There are a little more than 172,000 families in the United States that have a net worth in excess of $25 million. A majority of these families have built this wealth...
By: Noah Rosenfarb
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Sale Process
Podcast: The Real Deal on Succession Planning, an Interview with Carrie Hall and James Bly
About the HostRyan is an entrepreneur, podcast host of the show Life After Business and the co-owner of Solidity Financial. Having personally experienced the hazards of...
By: Ryan Tansom
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Sale Process
Podcast: Are You a Business Family or a Family Business? With Wayne Rivers
About the HostRyan is an entrepreneur, podcast host of the show Life After Business and the co-owner of Solidity Financial. Having personally experienced the hazards of...
By: Ryan Tansom
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Maximize Value
Podcast: What is a Family Office? Interview with Richard Wilson
About the HostRyan is an entrepreneur, podcast host of the show Life After Business and the co-owner of Solidity Financial. Having personally experienced the hazards of...
By: Ryan Tansom
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