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Business Strategies 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

Maynard Nexsen

Taking the Pulse, A Health Care and Life Sciences Video Podcast | Episode 242: Business Planning in Healthcare & Life Sciences...

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This week, Lynnsey and Lauren are joined by Maynard Nexsen attorney Jennifer McEwen, who helps clients with business planning, estate and trust planning, and tax planning. Jennifer shares essential business strategies for...more

Bennett Jones LLP

Q&A on Managing Intergenerational Growth in Canadian Agribusiness

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Canadian agricultural family enterprises are living legacies that anchor our local economies. From household names to community-driven farms, these businesses have deep roots in the land and the hearts of their communities....more

Jaburg Wilk

Education is a Flower

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Constant and deliberate education remains the ultimate appreciating asset. Education is not a one-time transaction but rather a flower that requires ongoing nurturing, attention, and care to fully bloom. The more you learn,...more

Ward and Smith, P.A.

More Than Dirt, Seed, and Tractors: Why Today’s Farms Need Real Strategy

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But today, large-scale agricultural operations aren’t just production-focused—they’re complex businesses operating in a dynamic, heavily regulated environment. Sophisticated growers across North Carolina are managing...more

Allen Barron, Inc.

Fractional or Part Time CEO or CFO

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What are fractional executive services? Do you need a fractional or part-time CEO or CFO? How would your small to mid-sized business profit from a fractional C-level executive?...more

Bass, Berry & Sims PLC

Smart Business Dealmakers 2025: Key Takeaways from Bass, Berry & Sims-Moderated Sessions

Preparation Is No Longer Optional—It’s Expected - Companies considering a transaction—whether a family business or private-equity-backed enterprise—must begin preparing well in advance of a potential sale. Panelists...more

LawVision

Navigating Generational Friction in Law Firms 

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In May of 2023, I (Mike) tried to raise awareness of the challenges of navigating generational changes by focusing on the impact on partner compensation… The post Navigating Generational Friction in Law Firms  appeared first...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

JD Supra Perspectives

Upping Your Business Development Game is a Powerful Succession Strategy

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If the revenue now brought in by senior partners is not replaced by the time they retire, their firms will inevitably contract. David Wood looks at the importance of BD coaching...more

Bennett Jones LLP

Lessons in Leadership From Canadian Business Icon Jon Love

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What a great evening. The indomitable Jon Love, Executive Chair and Founder of KingSett Capital, joined me for a one-on-one discussion about his extraordinary career, his reflections on leadership and current public policy...more

IR Global

5 Ways to Build Trust as an Advisor

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What really fuels a successful business partnership? Partnerships are crucial for success and they allow professionals to tap into diverse expertise and uncover new growth opportunities. But amidst all the complexities,...more

IR Global

Strategic Business Structuring and Succession Planning: Balancing Goals and Challenges

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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

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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

Furia Rubel Communications, Inc.

Succession Planning to Safeguard Your Law Firm’s Future: On Record PR

In this episode of On Record PR, Jennifer Simpson Carr goes on record with Patrick Cusick, Director of Law Firm Services at Armanino LLP, to discuss important considerations for law firms when creating a sustainable...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

Wilson Sonsini Goodrich & Rosati

A Guidebook to Boardroom Governance Issues - Fall 2019

In recent years, we have seen boards and management increasingly grapple with a recurring set of governance issues in the boardroom. This publication is intended to distill the most prevalent issues in one place and provide...more

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