Transition / Succession
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Don’t Lose the House
Why did I leave a comfortable position in higher education to help family businesses grow, thrive, and create legacies? Here’s a little look behind the curtain. I grew up in family business...
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What is Your Lifestyle Number?
More often than not, when I ask business owners what their lifestyle number is I hear either “I don’t know” or “I THINK I need (X)”...
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The 8 Family Business Transition Options – Which Will You Choose?
According to a survey conducted by the Exit Planning Institute, a staggering 75% of privately-held business owners regret selling or transitioning out of their business within 12 months of the transaction. How is it possible that owners are so disappointed just one year after what should be the happiest day of their life? There is a disconnect between their head and their heart.
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