Empowerment Through Hero Generation with Nicole a`Beckett and Dr. Shruti Roy
May I Inquire? The Michael Silver pLAWdcast - Episode 9, Gary Wishnatzki from Wish Farms
The Informed Board Podcast | CEO Succession Planning on a Clear Day
Business Better Podcast Episode: Investing in the New Mainstream Economy - A Conversation with Palladium Equity Partners
Business Succession Planning Podcast with Janathan Allen
Incapacity and Succession Planning for Closely Held Businesses and the People Who Operate Them
Stoel Rives | Deeply Rooted Podcast Episode Five: Exploring Succession and Generational Change with Kevin Adams, Managing Director for The Mountain Group
THE ACCIDENTAL ENTREPRENEUR PART V video
THE ACCIDENTAL ENTREPRENEUR PART V Podcast
THE ACCIDENTAL ENTREPRENEUR PART IV
Exploring Digital Asset Planning and Estate Administration With Author Sharon Hartung – Part One
Podcast: Key ESG Considerations for Family Offices and Foundations
Digital Planning Podcast: Digital Assets in Divorce, Prenuptial and Postnuptial Agreements, Families and Minors
Estate Planning & Family Law: How To Protect Your Assets For Future Generations
Episode 7: Conflict in the Family-Owned Business: A Conversation with Professor Benjamin Means
Recent Trends in Succession & Estate Planning
How Do I Prepare to Sell My Business?
Stealth Lawyer: Mark Russ Federman, Appetizing Shop Owner
To help businesses, investors, and deal professionals better understand the evolving independent sponsor landscape, Robert Connolly – a partner in LP’s Corporate Practice Group and leader of LP’s Independent Sponsor team –...more
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
The Spotlight had the pleasure of sitting down with Anne Paape, managing director and senior fiduciary counsel at Cresset and Cresset Trust Company, to talk about the historic transfer of wealth many countries are undergoing,...more
As Trump era estate tax cuts are likely coming to an end in 2025, wealthy business owners are increasingly utilizing Family Limited Partnerships (FLPs) to significantly save the family taxes when they are gone....more
In this episode, we’re joined by Meahgan O’Grady Martin, Head of Business Development at Palladium Equity Partners. Palladium is a private investment firm that targets opportunities in the middle-market, with a focus on...more
The Securities and Exchange Commission (SEC) recently adopted changes to the definition of an accredited investor that could open up new possibilities for private capital investments, including those in family businesses. The...more
Deal Flow, Purchase Price Multiples, Exit Activity and Fundraising - Transaction metrics for 2017 and the first quarter of 2018 for the overall U.S. middle market for buyouts and the subsector of sub-$1B funds require...more
1 – Teaching your financial values to the next generation. Your financial values include your beliefs about how financial resources should be managed and utilized. We all have them, though we may not have taken the time...more
For most family offices, engaging in direct investment PE deals really means finding the right partner, and the diligence required to find the right PE partner for direct deals is much more involved, and probably less of a...more