News & Insights
Four Key Questions to Start Successful Succession Planning
June 17th, 2021
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By Dave Nielsen |
Consulting |
Succession Planning
One of the most challenging events in a business owner’s life is business succession. Whether it is a transition to family member(s), or a sale to a private equity firm, […]
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Taking Control of Employee Transition
June 11th, 2021
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By Bill Tucker |
Consulting |
Succession Planning
What do you do now? Your municipality’s valued employee: business manager, treasurer, department head, whatever the title may be, just gave their notice. There are two weeks, maybe a month, […]
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Three Key Questions to Start a Successful Cannabis Succession Plan
June 9th, 2021
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Succession Planning
Having a plan for leadership succession in any business is essential. For a cannabis owner, it is critical. But in the excitement of starting and growing your business, many cannabis […]
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Family Business Owners Must Weave Together Succession And Estate Planning
December 21st, 2020
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Estate Planning |
Succession Planning
It’s been estimated that there are roughly 5 million family-owned businesses in the United States. Annually, these companies make substantial contributions to both employment figures and the gross domestic product. […]
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How to Plan For Succession: Preserving, Protecting, and Passing on Wealth
September 21st, 2020
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Estate Planning |
Succession Planning
The decisions made regarding ownership of the family office or closely held business may not necessarily be the same decisions that are required for leadership and management. It’s critical to […]