Choosing a Trustee: Navigating the Complexities and Key Considerations
Taking the Pulse, A Health Care and Life Sciences Video Podcast | Episode 242: Business Planning in Healthcare & Life Sciences with Jennifer McEwen of Maynard Nexsen
PODCAST: Williams Mullen's Benefits Companion - Employee Stock Ownership Plans (ESOPs) Explained
Mamma Mia!: Common Estate Planning Issues for Blended Families
Succession Planning: Expert Strategies and Tips From Succession — Hiring to Firing Podcast
Next Generation Legacy Management - The Essence of Developing, Managing and Implementing a Plan for Future Generations
The Informed Board Podcast | CEO Succession Planning on a Clear Day
Succession Planning to Safeguard Your Law Firm’s Future: On Record PR
Business Succession Planning Podcast with Janathan Allen
6 Key Takeaways | Succession Planning in the Current Banking Environment
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
Episode #4 - Succession Planning for Startups
Why Corporate Housekeeping and Due Diligence are Serious Business for Businesses
31 Days to a More Effective Compliance-Succession planning around compliance
4 Key Takeaways | Asian Pacific Islander Heritage Month
Business Succession Planning: Strategies for the Transition
Day 12 of One Month to Better Compliance through HR-Succession Planning Around Compliance
Episode 7: Conflict in the Family-Owned Business: A Conversation with Professor Benjamin Means
Recent Trends in Succession & Estate Planning
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
Law firms have a leadership crisis. Not a shortage of managing partners or practice group heads, but a fundamental inability to develop actual leaders from within their ranks. The traditional model of promoting the best...more
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
In his final two years of practice, attorney David Wood spent hundreds of hours migrating his $6 million book of business to younger partners. Here he explains how...more
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
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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
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
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
In the competitive landscape of the legal sector, the right marketing strategies can set a firm apart. For small- and mid-size law firms, with less resources and budget, this differentiation is crucial. With ever-evolving...more
Perhaps not surprisingly, two of the most frequent and challenging requests we currently receive are for assistance with “thinking through growth questions” (aka, “mergers and acquisitions”) and “dealing with generational...more
As we enter the final countdown to the end of 2022 – hard to believe another year has come and gone! – there are lessons to be learned from where we’ve been. This year might go down as the “year of shifting winds” for the...more
To say that we are in a period of change and transition is an understatement. About a year ago, we all went home, the IT professionals in all law firms proved they were worth their weight in gold, and most law firm...more
The directors of a nonprofit organization play a key role in the oversight of the organization and in the fulfillment of its mission. Directors are particularly critical in times of crisis such as the COVID-19 pandemic. Below...more
When an organization is considering a major strategic development, such as seeking new investors or perhaps even selling the business, there are critical corporate housekeeping and due diligence steps needed to prepare. But...more
As we’ve often noted in this series, GCs need to look inward to ensure they have the right skills to match the moment. But they must also look outward to ensure their external advisers are evolving along with them. In our...more
The NFL draft is upon us and I have heard commentators talk a lot about what makes a winning team. Having a winning team, of course, requires putting the right players on the field. In the draft and otherwise, NFL teams look...more
At about this time last year, I wrote a blog about 10 Projects That Can Produce Big Results in 2016. My goal was to get each reader’s firm to focus on one signature project from a “menu” of options that would have a positive...more
One of the most difficult issues facing the owner of any successful business is how the business, or the personal wealth that it represents, can be preserved for the benefit of his or her family after death. While it is...more