Ownership & Leadership Transition

Retirement is Coming: How to Broker Your Throne Away

We’ve all heard the chatter (or read about it in this blog). The owners of family businesses need to start thinking about their exit strategy. To put it in perspective, Robert Nason of John Molson School of Business reveals that “the retirement of baby boomer business owners will bring about ...

Passing the Baton: Lessons Learned

Posted by Bill Weigand

How Long Is Too Long for a CEO?

Posted by Andrew Steen

Can I Leave My Family Business to a Minor Child?

Posted by Keith Baldwin & G. Matthew Loftin

Shirtsleeves to Shirtsleeves in 6 Generations

Posted by Margaret Vining

Success Requires Buy-In From The Incumbent Generation

Posted by Joseph Weinstein

Governance & Business Operations

Retirement is Coming: How to Broker Your Throne Away

We’ve all heard the chatter (or read about it in this blog). The owners of family businesses need to start thinking about their exit strategy. To put it in perspective, Robert Nason of John Molson School of Business reveals that “the retirement of baby boomer business owners will bring about ...

Beyond Succession; Opening a Discourse About Inheritance

Posted by Keith Baldwin

Family Business – The Key to Surviving Generations

Posted by Andrew Steen

Five Good Reasons to Have Independent Board Members

Posted by Keith Baldwin

Simple Ways Advisors Can Help with Family Business Governance

Posted by Bill Weigand

Paying your children to work in the family business? How much pay is too much?

Posted by Keith Baldwin

Estate Planning

Tribal Estate Planning: Nuance and Consequence

Simple estate planning is pretty straightforward. There is usually a Last Will and Testament, Power of Attorney, Health Care Directive, and Trust if necessary. But there is a niche practice within estate planning ripe with landmines waiting to detonate if one is not careful. This is estate planning for an ...

Be Careful with Living Trusts that Own S Corporation Stock

Posted by Doug Lloyd

Succession & Estate Planning Fundamentals for Business Owners

Posted by Davis Wright Tremaine

Plan to Communicate

Posted by Margaret Vining

Preserving Your Family Business (or Sale Proceeds) for Generations

Posted by Dana Reid

Effectively Utilize Your Combined Federal Gift and Estate Tax Exemption

Posted by Dana Reid

Growth & Exit Strategies

Retirement is Coming: How to Broker Your Throne Away

We’ve all heard the chatter (or read about it in this blog). The owners of family businesses need to start thinking about their exit strategy. To put it in perspective, Robert Nason of John Molson School of Business reveals that “the retirement of baby boomer business owners will bring about ...

Mezzanine Financing for Family-Owned Businesses

Posted by Ashley Brown

New Ideas for Old School Companies

Posted by Mark Johnson

Event Recap: The 12 Most Common Mistakes to Avoid in Selling Your Business

Posted by Ashley Brown

Lessons Learned in Selling the Family Business

Posted by Keith Baldwin

Selling Your Family Business: Is 2017 the Year?

Posted by Keith Baldwin

Beyond Business

Newest Travel Ban: The Intersection of “Family” and “Business” Relationships

The U.S. Supreme Court temporarily approved the latest form of travel ban from the Trump administration with exemptions for certain legitimate business connections and certain family relationships. Family businesses with international ties to the six primarily-Muslim countries affected by the ban should plan ahead in order to minimize any adverse ...

Upcoming: Financing Succession in the Family Business

Posted by Davis Wright Tremaine

Event Recap: No Longer Just a Matter of Taste: Strategic Innovation in the Food Industry

Posted by Ashley Brown

Upcoming: Passing The Baton: Transitions In Family Business

Posted by Joseph Weinstein

Top Highlights from PwC Family Business Survey

Posted by Andrew Steen

The Best of 2016: Quotes on Family Business

Posted by Davis Wright Tremaine

Employment

Paid Family Leave in Washington: What You Need to Know

On July 5, 2017 Governor Jay Inslee signed into law Washington’s new paid family and medical leave measure, making Washington the fifth state to create a paid family leave program – one that is fairly described as one of the most generous in the nation. While employers and employees won’t be ...

What Family Businesses Should Know about Washington’s New Paid Family Medical Leave Law

Posted by Ashley Brown

Social media research reveals insights for retaining top talent.

Posted by Kennard Noyes

Harder to Let Go?

Posted by Andrew Steen

The Cowles Company

Posted by Joseph Weinstein

Does “Hobby Lobby” Apply to My Family Business?

Posted by Andrew Steen

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