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
Episode 21 | Where There's A Will, There's A Way
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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