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Succession Planning

The Simple Math_600

BLOG | OWNER FINANCIAL GAP

It’s The Simple Math That Doesn’t Get Done

Family business owners are passionate about what they do. They’re working to carry on a business that family built – by their parents, grandparents, sometimes even great-grandparents and beyond. These owners are so busy providing for their employees, communities, and the next generation that they often ignore their own financial future. Boiling it down to its true essence, business is a means to building wealth. And what are we supposed to do with that wealth?

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New-Horizons-High-Performance-600

BLOG | LEADERSHIP

Attention Please. Now Boarding All High Performer

Two years ago, I boarded a plane for California. I remember it being BEFORE DAWN…which is so NOT my time of day…

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Love-Power-Money

BLOG | FAMILY DYNAMICS / GOVERNANCE

What’s love (power & money) got to do with it? EVERYTHING.

When I began my career in family business consulting nearly 20 years ago, I met Dean Fowler, one of the early thought leaders in the field of family business and author of several books, most notably Love, Power and Money. As it turns out, these 3 words line up perfectly with the famed 3-circle model developed by Davis and Tagiuri of the Harvard Business School in 1978,  depicting the family business system - the intersecting circles of family, business, and ownership...

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Where Family Businesses Come to Grow & Learn

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