Family Business Structure

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Blog, Family Business Structure

3 Tax Planning Considerations for Your Family Business

September 2, 2021

Here are three key tax planning considerations for family businesses to investigate.View
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Blog, Family Business Structure

Structuring a Family Business Transition that Works for the Family and the Business

July 15, 2021

Here are key action items when structuring a family transition plan.View
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Blog, Family Business Structure

3 Planning Tools to Organize Your Family Business for Transition

May 27, 2021

Here are some tips on three common planning tools to consider when organizing your family business for transition.View
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Blog, Family Business Structure

Organizing the Family-Owned Business for a Successful Transition

April 5, 2021

Here are some framework considerations that can help you prepare your family business for a successful transition.View
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Blog, Family Business Structure

3 Tips for Keeping Your Family Business Transition Plan on Track

February 17, 2021

Here are three tips that are essential to keeping your family transition plan on track.View
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Blog, Family Business Structure

3 Important Considerations for a Successful Family Business Acquisition

December 22, 2020

One of the main hurdles to a successful acquisition is seamlessly integrating two companies’ cultures, employees, and product offerings.View
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Blog, Family Business Structure

Is Your Family Business’s Next Generation Stepping Up or Sitting Down?

November 8, 2020

In a family business, the events of 2020 have offered the perfect occasion to take stock of the next generation’s potential.View
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Blog, Family Business Structure

Is it Time to Dust Off Those Family Transition Plans?

August 21, 2020

Over the past few months, we have seen family business owners take the opportunity to revisit their transition plans. For a variety of reasons, the timing of transitioning family wealth is optimal right now.View
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Blog, Family Business Structure

Do I Really Need To Update My Buy-Sell Agreement as Part of My Family Transition?

February 21, 2020

As I’ve worked through an abundance of family ownership transition projects over the past few months, one item has surfaced that is often underappreciated – the company’s buy-sell agreement.View
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Blog, Family Business Structure

In Family Business Transactions, the Structure is More Important Than the Number

January 13, 2020

When preparing for a family business transition, the value of the business matters. But we've found that the structure of the transaction matters even more.View