Sometimes it is really easy…, my weekly blog

Previously, I wrote about identifying your successor as an integral part of the succession plan.  One family with whom I work had a very forward thinking parent.  They groomed their two children to run the business.  Before they joined the … Continue reading

W1 When to begin succession – your advisor, my weekly blog

As an advisor to many families, the commencement of a succession plan usually arises because of some outside event that happens.  The well planned family does not necessarily wait until this event happens, be it divorce, death or a health … Continue reading