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Business Strategies Business Ownership Succession Planning

Tonkon Torp LLP

Three Tips to Optimize Your Succession Planning

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You’ve put the proverbial blood, sweat and tears into building your business. You’ve navigated its challenges and celebrated its growth. You may even have plans for what’s next — but are you planning for when you’re no longer...more

Jaburg Wilk

It’s So Important to Have Hard Conversations

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Many times, when a new client walks into my office, they’re avoiding something. Maybe it’s a tough conversation with a business partner, a challenging negotiation with a vendor, or that dreaded discussion about succession...more

IR Global

Strategic Business Structuring and Succession Planning: Balancing Goals and Challenges

IR Global on

Effective business structuring and succession planning are vital for long-term success and smooth transitions. However, many business owners and their advisors fail to consider the broader implications and goals beyond...more

IR Global

Understanding Your Client’s Key Drivers & Growth Cycles

IR Global on

As a business advisor, one of the most important factors to consider when working with business owners is understanding their motivation and perspective. This is because the way a business owner thinks and acts significantly...more

Thomas Fox - Compliance Evangelist

Succession Planning in the Multi-Generational Workforce: Insights from Lisa Levy

I recently had the pleasure of sitting down with Lisa Levy, a business strategy and organizational development thought leader. Our conversation delved into the complexities and importance of succession planning, particularly...more

DarrowEverett LLP

Do It Better Than ‘Succession’: How to Optimize Transition for Your Waystar Royco

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Over the past three seasons, fans of the hit HBO series Succession have had an entrée into the fabulous lifestyles enjoyed by members of the Roy family and a front-row seat from which to observe the myriad succession...more

Cohen Seglias Pallas Greenhall & Furman PC

[Webinar] Business Succession Planning for Construction Companies: Thoughts for the Transition - June 22nd, 12:00 pm - 1:00 pm ET

The successful transition of a business’ management and ownership requires forethought. Too often, in the press of day-to-day activities, business owners lose sight of the big picture and how the business will continue...more

Stoel Rives LLP

Stoel Rives | Deeply Rooted Podcast Episode Five: Exploring Succession and Generational Change with Kevin Adams, Managing Director...

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In the latest installment of the Stoel Rives | Deeply Rooted Podcast, titled Exploring Succession and Generational Change, Kevin Adams, Principal and Managing Director of The Mountain Group and Adam Dittman, discuss...more

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