University Case Competition: Family Business Style
Last week the place to be was Burlington, Vermont. I happened to be right in the thick of it for the first couple of days, and my…
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Continuity and Exit Planning · Page 10
109 articles
The Long and the Short of It
Most people spend so much time looking at the short term, they end up ignoring the long term. I usually have the opposite…
Say Goodbye to Succession Planning
So many advisors spend so much time talking to their family business clients about the importance of succession planning. Many of…
Philanthropy for All Ages in Business Families
Last week the TV series “Breaking Bad” wrapped up with its final episode, which featured one brief scene that most people…
Three Circles + Seven Sectors = One A-Ha Moment
Over the past 8 months or so, I have taken on a renewed interest in family businesses and what makes them different and what…
Lost in the Woods, without a Guide
In a strange set of coincidences, this turned out to be “University Week” for me. I am writing this in Lewisburg Pennsylvania…
Those Who CAN, Teach
In a strange set of coincidences, this turned out to be “University Week” for me. I am writing this in Lewisburg Pennsylvania…
The Defensive CFA ®?
Over the past few weeks, I have continued to read, to look around, to think, to search, to find people to emulate, to connect, to…
Nothing Succeeds Like Succession
Succession is a huge subject in the realm of family business. It is literally a subject about which complete books have been…
Three Peas in a Pod?
In a blog post a couple of months back I mentioned that LinkedIn was becoming a really good resource for me. It continues to be a…
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