Ownership & Leadership Transition

How to Survive Transition Shock in a Family Business

Otis Baskin, a consultant of the Family Business Consulting Group, recently authored a post in Family Business Magazine, reiterating the importance or preparation and planning in family business success. Mr. Baskin coined a new term, however, to describe that not-uncommon state of the unprepared family business facing succession issues: “transition ...

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

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

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

This Time Is Different: You Really Do Need to Update Your Will and Durable Power of Attorney

With the advent of higher exemptions with respect to the Federal Gift, Estate, and Generation-Skipping Transfer Tax passed last December (referred to as the 2017 Tax Act), it really is necessary to review your estate tax planning and it would also be a good time to review your durable power ...

Don’t Leave Contaminated Real Property to Your Kids — A Toxic Legacy!

Posted by Robert Miller

Estate Planning Strategies Driven by Interest Rates

Posted by James Flaggert

IRS and Treasury Department to Withdraw Proposed Tax Regulations Curbing Valuation Discounts

Posted by G. Matthew Loftin

Tips for Harmonious Joint Family Ownership of Vacation Properties

Posted by Dana Reid

Tribal Estate Planning: Nuance and Consequence

Posted by Andrew Steen

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