Every transition starts long before a formal plan. This guide helps founders open the door to honest, early conversations with their kids about the business and the future
Read MoreWhether you’re considering selling, raising capital, or passing the business on, you’re not alone. These articles are drawn from real conversations with business owners navigating the same decisions.
No hype. No fluff. Just perspective that helps you think more clearly.
If you want the business to stay in the family, it needs more than hope. This guide walks through how to talk, plan, and build toward a thoughtful transition.
Read MoreSelling your business is a milestone, but leaving it can feel like losing a part of yourself. In this reflection, I share what surprised me most after our sale, what I wish I’d done differently, and why preparing for life after the deal is just as important as the deal itself.
Read MoreLegacy doesn’t happen by accident. In Part 5, we make the case for stewardship as a choice and offer a roadmap for preparing your family with intention.
Read MoreTiming matters more than amount. This article explores setting expectations early, managing complexity, and deploying wealth with purpose, not hesitation.
Read MoreYou don’t have to give up control to start preparing your children for wealth. Part 3 shares five simple, proven ways to build financial readiness today.
Read MoreMost business owners worry about creating entitled heirs. But avoidance causes more harm than access. Part 1 explores why preparation protects legacy.
Read MoreA deeply practical guide for business owners and family leaders navigating wealth transitions. Learn how to prepare your children, set expectations, and protect your legacy.
Read MoreWhen we asked business owners about their biggest challenge in selling, 60% said it’s the emotional hurdle of letting go. In this article, we explore why it’s so difficult to step away — and how to prepare yourself for this inevitable part of the journey
Read MoreSelling a family business brings new opportunities and new responsibilities. This article outlines how to manage post-sale liquidity with the same discipline used to build the business, ensuring the long-term preservation of wealth, values, and family alignment.
Read MoreMany owners prepare their business for sale, but not themselves. This article explores the emotional transition that follows an exit and why finding clarity about what comes next takes time.
Read MoreIn this article, we'll explore the unique characteristics of family offices, their investment strategies, and the diverse range of investment options they pursue. If you’re pursuing an investment and think a family office might be the right partner for you, hopefully this article will shed some light on who they are and how they operate.
Read MoreGovernance can play a crucial role in the success and continuity of family businesses. It provides a framework for preserving the family legacy, introducing professionalism, resolving conflicts, managing talent, ensuring financial transparency, and fostering long-term sustainability.
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