Succession Planning
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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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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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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