Author: Michael Louie

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 issue.  Given enough  time and planning, a succession plan can be put into place, so […]

Read More

W2 – what does your succession look like – my weekly blog

Succession of your family business is unique.  Studies have shown that the process of getting to your succession plan and the communication around the planning process defines the end result for your family.  I have worked with two families moving from the 1st generation to the 2nd generation each making progress in different ways and […]

Read More

Opening day and renewal – my spontaneous blog

The smell of fresh mown grass and renewal. Smells are said to evoke the strongest memories for some. Freshly cut grass reminds me of my childhood, where dreams, idle play and joy abounded. Freedom and time seemed endless. Hopes, dreams and opportunities were the day’s top priorities. Enjoy the rebirth and optimism surrounding this day. […]

Read More

April fool’s! Do not be fooled…my weekly blog

There are business aggregators around who are trying to buy up undervalued businesses, for cents on the dollar and then their strategy is to slash and burn, in order to cut costs, “turnaround” the company and then sell it. Beware. These aggregators were more prevalent in 2006-2008 and have since reduced their activity with the […]

Read More

Archives

Follow me on Twitter


Recent Comments