A successful transition requires a tax-efficient strategy for the sale of your business. Your advisory team should include a ...

Optimizing operations not only boosts your bottom line but also demonstrates to buyers that your business is well-managed and ...

“Generational transition within a family enterprise is always complex. Next-generation members often question practices from the past and want to make changes that leave their mark on the business.

However, for the next generation to assume control ... that allows the family to transition from managing the business to ...

Last week I talked about the unforeseen emotions of the older generation and how they can mess up even the most careful transition plan. For those of tender years I would add these thoughts.

Walton’s children—now in their 70s and 80s—have long been deeply involved in the business but have ... is a big leap to the next generation, but the transition has been happening for nearly ...

During a transition there will be differing ... it’s just different. She recommends next-generation farmers bring a business or enterprise plan to the table that explains their intent for ...

A study of global wealth transfers reveals a sobering statistic: 70% of family wealth is lost by the second generation and a ...

to help develop criteria for transitioning the next generation of Rosens into the family business. First, they had to understand the history, legacy and financials. “I started making disclosures ...

Transitioning wealth to the next generation Recently ... changes to tax rules—these proposed tax changes may affect how business owners are permitted to spread income amongst family members ...