Tag Archives: Exit Planning

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estate plan

Six Signs Your Family Has an Estate Plan but Not a Succession Plan

Family Business Transition Insights: Legal documents can transfer business assets. They cannot, by themselves, transfer leadership, judgment, relationships, or trust.   When my mother passed away in 2019, I got busy selling two significant real estate assets, choosing and coordinating the sale ...
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Succession Planning Tips

Since publishing my book, Disruptive Successor: A Guide for Driving Growth in Your Family Business, I’ve been getting more calls from fathers and sons in family businesses looking for help transitioning the leadership from one generation to the next. These calls have come from people in constructi...
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