Have you ever launched a new product, service, or marketing campaign, or relocated your company’s headquarters without having to make some hard choices regarding the
Several weeks ago, a business owner (let’s call her “Pam”) updated me on the status of her business transition plan, specifically on the progress her
Having worked with hundreds of business owners for over 30 years and being one myself, I recognize the signs that tell owners that it’s time
“Time passes whether I stand still or move.” Anne Barngrover Poet and author When I read “Time passes whether I stand still or move,” I
Have you crunched the numbers for the next phase of your life? When asked about our plans for retirement, most of us jump right into
As a transition strategist, I know how transition planning can help you envision a fulfilling life outside your company, but when I ask owners why
There are many factors—both financial and personal—to consider when crafting a business transition. Among the financial factors is taxation, and one element of taxation that
Business owners frequently ask us whether this is a good time to begin transition planning. Especially in uncertain times, we hear this question a lot.
A quote commonly attributed to William Shakespeare applies in nearly every relationship but always reminds me of a common pitfall in family business transitions: Expectation
