What makes for a more Successful Transition?
Throughout my career as a Chartered Accountant, I had the opportunity to work with a number of amazing private business owners and their management teams. I watched these owners and their teams create significant value for all stakeholders. They worked together through opportunities and challenges and continuously moved forward. Nothing seemed to stall them or create paralysis in their businesses. Yes, there were difficult moments from time-to-time, but they were always able to keep a positive momentum and move forward.
Read More
Riding the Wind Horse of Change
Families often ask the question, “How do we come to an agreement on family discussions that will lead to a successful transition? How do we include everyone without having a breakdown in the conversation?”
Read More
Beyond the money: Is your family as well prepared as your estate?
It’s not all about the money. It’s also about the family’s preparation to receive it. Financial advisors and estate planners have had great success developing strategies and plans to grow and prepare assets for the eventual transfer to the next generation. However, they frequently miss an important step — preparing the family and its individual members.
Read More
