Tag Archives: exit strategy

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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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lead the family business

If You’re Next in Line to Lead the Family Business, Read This

Stepping in to lead the family business rarely feels as straightforward as people expect.   On paper, it may look like a natural progression. You’ve grown up around the business. You understand its history. You care deeply about what’s been built.   However, when it’s time to step in...
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