Family Business Structure

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Blog, Family Business Structure

2022 Family Business Survey Preview – How Are Companies Faring in This Challenging Environment?

September 20, 2022

We recently completed our 2022 survey in a time when the impact of the pandemic on businesses has seemingly begun to diminish and new challenges have come into play. Covid headlines have now largely been replaced with topics such as labor participation rates and inflation. So through all of this, where do family businesses stand?View
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Blog, Family Business Structure

It’s Personal: What I Learned About Being an Advisor From My Family’s Business

July 18, 2022

There are crucial questions every family business owner should be able to answer when it comes to the relationship with their advisors.View
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Blog, Family Business Structure

3 Tips to Avoid Conflict Over Distributions in a Family Business

June 13, 2022

Family businesses are unique in that their employees (i.e., family members) usually know a lot more about each other’s personal business than in most other organizations. Many family businesses have shareholders who work…View

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Blog, Family Business Structure

The Use of Equity Incentive Plans in a Family-Owned Business

April 11, 2022

This summary highlights the main features and uses of stock/equity plans, phantom stock plans, and financial metric plans.View
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Blog, Family Business Structure

What the Show Succession Can Teach Family Businesses

February 28, 2022

Here are three lessons we can glean from Succession’s dysfunctional Roy family to make sure your family business doesn’t fall into the same traps.View
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Blog, Family Business Structure

Family Business Conundrum: What to Do With Children Who Are Not Involved in the Business

December 14, 2021

The issue of how to best treat the children in a family business has been a common theme in many of the family business transitions I've recently worked on.View
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Blog, Family Business Structure

3 Barriers of Family Succession Planning

October 25, 2021

Here are three common barriers I have seen when working through a family succession plan.View
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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