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Insights and Peninsula Road News

Insights for Owners

Whether 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.

 
Posts tagged Transitions
Succession Without a Title

You’re not just doing a job; you’re stepping into a succession plan that no one has named yet. If you’ve joined the family business but aren’t in charge (and aren’t just staff either), this guide is for you. Learn how to lead from the second row, build trust without a title, and navigate the in-between with clarity and patience.

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The Cost of Staying at the Helm Too Long

In many family businesses, the founder stays at the helm far longer than planned. It often comes from love or fear, not ego, but the cost is real: stalled leadership, rising resentment, and lost value. This article examines why it occurs and how both generations can move forward with greater clarity.

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Demystifying the M&A Process: A Step-by-Step Guide for Business Owners

This practical guide breaks down the M&A process into six clear steps, from planning and valuation to negotiation and closing. Designed for business owners preparing for a sale, it outlines what to expect at each stage and how the right advisors can help ensure a successful outcome.

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Viewing Liquidity as a Business: Strategic Management Post-Sale

Selling 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.

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