Tag Archives: Succession Planning

Home Posts tagged "Succession Planning"
estate plan

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Lauren Lyman Family Business Transition InsightsTags: , , , , , ,

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
Anna Rosa Parker - Guest Author

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Anna Rosa Parker - Guest Author Exit StrategyTags: , , , ,

Anna Rosa Parker of EVOKE on Why Succession Planning Begins With Your Family’s Story

A title can change hands in an afternoon, and the person who receives it can spend years working out whether it fits. That gap sits at the center of family business succession, and it rarely shows up in the paperwork. Through EVOKE Your Story™, a methodology I created that brings together storytel...
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matrix
Jonathan Goldhill

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Jonathan Goldhill Family BusinessTags: , , ,

The Matrix Is Not the Family, But It Gives the Family a Shared Map

When families talk about succession planning, the conversation often starts with a single question: “Who will take over?” Or perhaps, “When will Dad retire?” “Who will become the next CEO?” “How should we divide ownership?” or “Has the estate plan been completed?”   These ar...
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family business
Jonathan Goldhill

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Jonathan Goldhill LeadershipTags: , , , ,

Family Business Succession: Balancing Legacy and Change

A family business can survive for generations and still be at risk of becoming irrelevant.   That may be one of the hardest realities for a family-owned company to confront. The practices that helped a business succeed in one generation may not be enough for the next. Industries change, technol...
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equal is not fair
Jonathan Goldhill

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Jonathan Goldhill Family Business, LeadershipTags: , , , , , , ,

Equal Is Not Fair (And It’s Quietly Destroying Family Businesses)

In family businesses, few ideas are as emotionally appealing—and as dangerous—as the belief that “equal is fair.” It sounds reasonable. It feels just. And in many families, it’s the default starting point for ownership, inheritance, and decision-making. But when you move from the dinner ta...
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lead the family business
Jonathan Goldhill

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Jonathan Goldhill Exit Strategy, LeadershipTags: , , , , ,

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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Team Meeting
Jonathan Goldhill

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Jonathan Goldhill Business Growth, Family Business, LeadershipTags: , , , ,

Stop Inheriting Chaos—Start Leading with Clarity

The Hidden Cost of Playing It Safe in a Family-Owned Company I should have been the fourth generation. But the business died before I got the chance.   That loss didn’t just alter the course of my career—it gave me a mission: help next-gen leaders avoid the silent breakdowns that destroy fa...
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ChatGPT
Jonathan Goldhill

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Jonathan Goldhill Business Growth, Family Business, LeadershipTags: , , , , ,

ChatGPT Answers…Why Hire Jonathan Goldhill?

“ChatGPT is scary good. We are not far from dangerously strong AI.”   – Elon Musk   There are approximately 84,232 business coaching companies in the USA (IBISWorld). A subset of business coaches specialize in addressing the unique challenges family enterprises face. But how ...
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