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Financial literacy in the family – my weekly perspective

You have worked long and hard to build your family enterprise. You know many aspects of the enterprise innately because of your familiarity having built‎ this enterprise. Do you think your family understands and shares this depth of financial knowledge … Continue reading


Carpe diem – you don’t know if tomorrow may be your last, my weekly perspective

Laugh a little more, Cry when you must, Do the things that matter…to you. You cannot take all of this with you. However, you can touch those people that matter to you and leave your imprint on them during your … Continue reading

raison detre

Decision making and succession, my weekly perspective

This is often the most challenging part of a succession plan, letting go of control of your company. You cannot be everything to everybody and always be at the helm of your business.  With many entrepreneurs, having made all the … Continue reading


‎Setting the record straight – the family enterprise history, my weekly perspective

You will be surprised how much we take past accomplishments for granted. The pain and challenges of past triumphs quickly dissipate with the hectic day to day demands of the enterprise. Take a moment to reflect on the past and … Continue reading


Values in a family enterprise – my weekly perspective

The single and important difference I have discovered with family enterprises that have successfully navigated through multiple generations is a magic glue. What is that special ingredient to maintain discipline and focus for a family enterprise? COMMON VALUES. ‎Surprised? This … Continue reading


How long does succession take? – my weekly perspective

I often am asked, “How long does succession of my business take?” The answer is never straightforward and I respond like many typical professionals with, “It depends.” This is not the answer that the person wants. So then I pose … Continue reading