by Katrina Barclay | Aug 13, 2019 | Insights
Transitioning Your Business to the Next Generation What we do not do: We do not do estate planning, tax consulting, accounting, create trusts, sell insurance, or help you sell your business. There are other experts in these areas who we can refer you to. We do...
by Katrina Barclay | Jun 19, 2019 | Insights
Transitioning Your Family Business to the Next Generation Does Not have to be a Tortuous Experience: Step 1 1. To accomplish a successful transition keep the following in mind: If you intend to keep your business in the family, contrary to common wisdom, according...
by Katrina Barclay | Apr 27, 2018 | Leadership
What a successful generational transfer of ownership looks like It’s been said that the next decade will be the biggest transfer of wealth from one generation to the next, upwards of 1 trillion dollars. The question remains, is the next generation ready? While every...