The privately held business: Are you and your family ready for a business transition?

A challenge for any business owner is knowing when and how to transition leadership. If you run a family business, the decision can be even more complex as family harmony and relationships are often at stake. If you have a strong desire to keep your

It’s easy for personal financial planning to fall through the cracks when you’re trying to run a business and see the sale process through to completion. However, a large liquidity event can be life changing, especially with no plan in place. Before

The decision of when and how to sell a privately held business is often based on three factors: economics, emotion and need. When a business owner eventually decides to exit the business and sell to a third party, the future can suddenly become very