Strategy, playing the long game – my weekly perspective

I have been reflecting since the beginning of the year on my business. Some brief thoughts you may consider for your family enterprise planning for 2018. 1. Operations and day to day – check 2. Short term profitability and business … Continue reading

Successful cousin consortiums – my weekly perspective

What stage is your family at in your family business? Have you addressed the unique set of dynamics that are at play in your business at this time? You should consider which stage you are at in the business in … Continue reading

Work – life balance, some wise words – my weekly perspective

Today, we will take a small detour from our usual comments about business succession.  Work – life balance.  Ah, this is the ever elusive goal of many of us, not to be over generalizing but certainly the goal of many … Continue reading

Thanks and gratitude – my weekly perspective

Be thankful. We baby boomers have been fortunate to have lived through decades of the most prosperous time in much of recorded history. We have reaped (earned) much of these benefits. This accumulation has seemed relatively easy though “a rising … Continue reading

Family enterprise wealth, a blessing or a curse? – my weekly perspective

Sayings, all well put from David and Goliath by Malcolm Gladwell, said in three different languages: – from shirtsleeves to shirtsleeves in 3 generations – Dalle stelle alle stalle (from stars to stables) – Quien n lo tiene, lo ance; … Continue reading

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A fresh overview on succession – my weekly blog

In general terms, the business succession process takes time, and more importantly, planning, and should include the following steps: Determine whether business succession can take place within the family or if outside parties will be needed to make this succession … Continue reading