Ownership & Leadership Transition

Family Owned Businesses and Our National Economy

Family-owned businesses continue to dominate our economy, but they also continue to struggle with issues of succession. SCORE, a nationwide non-profit organization that provides business mentoring, just completed a survey to assess the role of family-owned businesses on our national economy and published an infographic with the results. (The SCORE ...

Six Best Practices for Family Leadership

Posted by Ashley Brown

How to Survive Transition Shock in a Family Business

Posted by Andrew Steen

The Family Business Constitution

Posted by Omar Vasquez

Passing the Baton: Lessons Learned

Posted by Bill Weigand

How Long Is Too Long for a CEO?

Posted by Andrew Steen

Governance & Business Operations

Meeting of shareholders of company illustrationFour Reasons for Creating a Thoughtful Shareholders Agreement

A thoughtful shareholders’ agreement can be one of the most valuable tools a family business has. It can serve several purposes. A few of the easy ones are: Restrictions on Transfer. A shareholders’ agreement—or similar document—can place appropriate restrictions on transferring shares, particularly transfers outside of the family. It can do ...

Succession Planning – Start Early and Revisit Regularly

Posted by Bill Weigand

Joshua Green Corporation: Nominee for Family Business Legacy Award by Seattle Business Magazine

Posted by Joseph Weinstein

Tax Reform – Good or Bad for Family-Owned Businesses?

Posted by Bill Weigand

Sibling Rivalries: Turning Competition into Collaboration When it Comes to the Family Business

Posted by Gabriela López

Future Proofing Boards of Directors for Family Businesses

Posted by Jose Hernandez

Estate Planning

Growth & Exit Strategies

Family Businesses and Tech – Leveling the Playing Field

There is a belief that family businesses are behind the curve when it comes to embracing new technology in the company structure. In a 2016 family business survey, 37 percent of the next generation say they struggle to get the business to understand the importance of having a digital strategy  ...

Should a Family Business Consider an IPO as an Exit Strategy?

Posted by Andrew Steen & Keith Baldwin

ESOP: An Exit Strategy

Posted by Amy Hwang

Retirement is Coming: How to Broker Your Throne Away

Posted by Keith Baldwin

Mezzanine Financing for Family-Owned Businesses

Posted by Ashley Brown

New Ideas for Old School Companies

Posted by Davis Wright Tremaine

Beyond Business


She’s Right for the Job – Women in Family Business

Family businesses are increasingly encouraging women. Of family businesses surveyed, almost 60 percent have women in top management positions and over 30 percent list a female as the next successor. (Source). These important statistics show a trend of women acceding to leadership positions for which they are uniquely and acutely ...

Paid Family Leave in Washington: What You Need to Know

Posted by Davis Wright Tremaine

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