Contingency Planning: Disability, Death, and Key-Person Risk
Prepare Your Business for the Unexpected Even the strongest businesses can be shaken by unforeseen events. The sudden loss, disability, or departure of a key
Family Business Dynamics: Communication, Fairness, and Roles
Managing the Human Side of Family Business Succession In family-owned businesses, the hardest part of succession planning isn’t usually the tax strategy or the legal
Building a Succession Roadmap and Timeline
Build a Roadmap That Brings Your Succession Plan to Life A succession plan is only as effective as the roadmap that supports it. Setting clear
Governance and Control: Buy-Sell Agreements, Boards, and Voting
Strong Governance as the Backbone of Your Succession Plan Strong governance transforms a good succession plan into one that works under pressure. Without defined rules,
Tax Planning in Business Succession: A High-Level Overview
Take Control of Tax Planning in Your Succession Strategy Tax planning plays a central role in every successful business succession. The way you structure your
Funding the Transition: Insurance, Debt, and ESOPs
Funding Your Succession Plan Effectively Even the strongest succession plan can fall apart without solid funding. A transition might look perfect on paper, but without