Does your Shareholders’ Agreement Reflect Your Long-Range Plans?

September 19, 2018

Here are some key questions to consider as you review your company’s shareholders’ agreement.View

3 Strategies for Developing the Next Generation in Your Family Business

September 12, 2018

The next generation can engage in a variety of activities to prepare and demonstrate their readiness for a key leadership role. The more common types of activities tend to involve some form of mentoring, experience, and additional education.View

This Important Activity Will Preserve All of Your Company’s Transition Options

August 30, 2018

Here is the common set of activities that companies undertake in preparing for a transfer.View

Cyber & Information Security Readiness Workshop

September 20, 2018

Register for our readiness workshop on September 20, 2018 to learn how to evaluate your organization’s cyber and information security systems.View

4 Common Obstacles to Succession Planning

August 23, 2018

Here’s a brief look at four of the common obstacles that often get in the way of successful succession planning.View

Year-End Tax Planning in the Post-Tax Cuts and Jobs Act Era

August 17, 2018

The annual tax planning process typically begins each fall. It can be the most critical component of the annual relationship cycle between a business owner and their CPA.View

2018 Not-For-Profit/For Purpose* Breakfast Seminar

December 6, 2018

Thursday, December 6, 2018 | Crowne Plaza | King of Prussia, PAView

Cyber Readiness Happens One Step at a Time

August 2, 2018

Implementing a solid cyber and information security program does not have to be an expensive proposition. It is easier to put in place if it is broken into the following manageable buckets.View

Want to Build a Thriving Company? Try Letting Go

July 25, 2018

If you feel like your business has hit a wall or that your time isn’t well spent, consider taking the following steps.View

Phantom Stock and Your Family Business

July 18, 2018

With some thoughtful planning and monitoring, issuing phantom stock may be a good alternative to actual stock in your family business, while still creating an incentive and rewarding your key employees.View