Succession Planning: Expert Strategies and Tips From Succession — Hiring to Firing Podcast
Paul Askew of Withersworldwide on Why Legal Marketing Needs to Get Personal - Passle's CMO Series Podcast EP149
The Best of Founder Shares: Highlights Wisdom of Season's Guests
Business Better Podcast Episode: Sustainability Spotlight – A Conversation with Aramark
Staying on Track and Giving Back with Bill Spruill
The Life Cycle of a Business - A Podcast wtih Janathan Allen
Business Succession Planning Podcast with Janathan Allen
Podcast Episode 177: How to Ignite or Recharge Your Business Development Efforts
Healthcare Start-Ups: Keys to Fundraising and Growing Your Company Successfully
Recreational Marijuana Use Legalized in NYS – Your Questions Answered
Episode #10 - Prioritizing Legal Compliance with Max Mussell of Updo
Creating Sustainable Models for Social Change with Ashleigh Huffman, Ph.D., U.S. State Department: On Record PR
Digital Planning Podcast: Remote Online Notarization – Part One
Business succession planning and estate planning are often linked together, particularly in the case of closely held family businesses. In the case of a shareholder who wishes to pass along their shares of an S corporation as...more
Most people take steps to maintain good health, including scheduling annual checkups with their doctors to confirm there are no immediate or long-term health concerns. This checkup could include a stress test, which lets you...more
Jeff Faulkner, co-founder of the International Succession Planning Association, speaks about the challenges that arise when transferring ownership of a business to the next generation. In the video, he points out the...more
In the heart of every family-owned enterprise lies a story of hard work, dedication, and a vision for the future. These businesses not only represent a significant portion of the economy but also embody the legacy of...more
Allen Barron's podcast on Business Succession Planning focuses on one of the most important part of protecting an owner, member, partner, shareholder or investor in any company, and yet less than one in four businesses have a...more
Workplace dynamics can be fraught with peril. Family dynamics can be even more treacherous. Add them together into a family business and the result can create a recipe for complex fiduciary relationships and potential...more
Continuing to struggle with transitioning his family business to the next generation, Big Daddy Ernest Bux, 65, considers perhaps the most difficult task on his checklist: Insuring that both his management succession decision...more
Continuing to deliberate about when and how to exit from his family business, Big Daddy Ernest Bux, 65, considers yet another task on his checklist: Determine Exit Strategy....more
If last week’s post summarizing the third panel from the Transitions in the Family Business: A Conversation with Family Business Owners and Leaders event piqued your interest in selling a family-owned business, you may have...more
Who is the Better Planner for Your Affairs: You or the State? Planning for succession of a closely held business is a lot like making a will. An individual has the opportunity to make a will which directs how the...more
There are a multitude of ways to realize ownership transition–some simple, some complex, some a safe bet and some full of risks. For the ambitious, successful family-owned company that wants to make it to the big leagues, an...more
President Trump promised and will pursue tax reform, but Congress must agree to any proposal. For the most part, a majority vote in both houses would allow tax reform for about a decade, and at least sixty Senate votes would...more
Charlotte Wealth and Estate Planning Member Chris Jones spoke at the North Carolina Bar Association (NCBA) Estate Planning and Probate Section Annual Meeting in Kiawah Island, SC on July 28. The presentation titled,...more
Among the growing number of business owners looking to sell their business, JR and Sue Ellen Pawlenty are in the market to sell their company Pawlenty Energy. Recently Tilting the Scales highlighted Successfully Selling Your...more
The Department of the Treasury wants to place limitations on valuation discounts that are currently commonly used to reduce asset values in family-owned and closely-held businesses, in an effort to increase tax revenue. The...more