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
An Employee Stock Ownership Plan (“ESOP”) has become a popular tool for succession planning and tax structuring, especially for S corporations. As more business owners look to retire and wish to avoid selling their life’s...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
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
Midsize to large law firms are under increasing pressure to adapt to significant changes in workforce expectations, client demands, and operational complexity. Factors such as hybrid work models, evolving client...more
In this episode of On Record PR, Gina Rubel goes on record with succession consultant David Wood to discuss implementing programs that secure the prosperity of law firms for future leadership. After a 38-year career as a...more
As America’s largest generation approaches retirement age, we are seeing an influx of business owners looking for an exit ramp. Curiously, we are also seeing business owners of younger generations exiting, or planning to...more
Welcome to the inaugural edition of The Real Impact. In this edition, we discuss three strategic alternatives to consider for nonprofit integration and insights on the proposed regulations on donor advised funds. Guest author...more
As we all gaze into our crystal balls and try to predict what will happen in 2024 with any degree of certainty, our views are pretty hazy. Think back to this time last year, which was filled with much handwringing,...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
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
Many successful business owners devote their lives to establishing, building, and maintaining a successful business. However, few successful business owners have properly considered what will happen after they are gone, and...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
This article discusses the family business succession planning process and the changes we can expect to see in the remaining months of 2020, including the impacts of COVID-19 and the November elections....more
Recent weeks have starkly demonstrated the need for every organization to have a crisis communications plan, but one area of planning often gets overlooked: succession planning. Succession plans often focus on how to exit a...more
The new priorities for tax-exempt organization compensation committees in 2020 primarily fall into four key areas: remaining market competitive for key leaders, succession planning, evolution of the compensation committee to...more
Before the calendar slips too far into the new year, I want to share five important emerging trends or steps for law firm leaders to consider in 2020, each of which will have significant short and long-term implications for...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
Continuing to struggle with transitioning his family business to the next generation, Big Daddy Ernest Bux, 65, considers perhaps the most difficult task on his checklist: Insuring that both his management succession decision...more
What It Takes to Sustain a Family Business Through Multiple Generations - On October 25, 2018, Garvey Schubert Barer convened more than 90 guests to its 4th Annual Family & Closely Held Business Summit. Produced in...more
With over a century of combined experience, the lawyers of Proskauer's Private Client Services Department regularly provide their diverse clientele – from business entrepreneurs and corporate executives to sports figures and...more
The family business not only represents the hard work and entrepreneurial spirit of the founders, sometimes across generations, but is often a reflection of the founder’s and family’s values and beliefs. The family...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