Paul Askew of Withersworldwide on Why Legal Marketing Needs to Get Personal - Passle's CMO Series Podcast EP149
The Best of Founder Shares: Highlights Wisdom of Season's Guests
Business Better Podcast Episode: Sustainability Spotlight – A Conversation with Aramark
Staying on Track and Giving Back with Bill Spruill
The Life Cycle of a Business - A Podcast wtih Janathan Allen
Business Succession Planning Podcast with Janathan Allen
Podcast Episode 177: How to Ignite or Recharge Your Business Development Efforts
Healthcare Start-Ups: Keys to Fundraising and Growing Your Company Successfully
Recreational Marijuana Use Legalized in NYS – Your Questions Answered
Episode #10 - Prioritizing Legal Compliance with Max Mussell of Updo
Creating Sustainable Models for Social Change with Ashleigh Huffman, Ph.D., U.S. State Department: On Record PR
Digital Planning Podcast: Remote Online Notarization – Part One
For most business owners, their business is their baby. They have invested their time, money, and efforts into building something tangible they can be proud of. They know their business inside out and can count on a steady...more
I recently had the pleasure of sitting down with Lisa Levy, a business strategy and organizational development thought leader. Our conversation delved into the complexities and importance of succession planning, particularly...more
Jeff Faulkner, co-founder of the International Succession Planning Association, speaks about the challenges that arise when transferring ownership of a business to the next generation. In the video, he points out the...more
In the heart of every family-owned enterprise lies a story of hard work, dedication, and a vision for the future. These businesses not only represent a significant portion of the economy but also embody the legacy of...more
Allen Barron's podcast on Business Succession Planning focuses on one of the most important part of protecting an owner, member, partner, shareholder or investor in any company, and yet less than one in four businesses have a...more
Over the past three seasons, fans of the hit HBO series Succession have had an entrée into the fabulous lifestyles enjoyed by members of the Roy family and a front-row seat from which to observe the myriad succession...more
Workplace dynamics can be fraught with peril. Family dynamics can be even more treacherous. Add them together into a family business and the result can create a recipe for complex fiduciary relationships and potential...more
It is a particularly thorny question – one faced by owners of businesses both large and small: Is it time to promote this employee to co-owner? Panelists at our 2019 Closely Held Business Summit recently noted the...more
As the owner of a business, have you given thought to both exits and elevator shafts? Not the kind that get you around a building – the kind that can permanently affect the future of your business. Originally published in...more
Continuing to struggle with transitioning his family business to the next generation, Big Daddy Ernest Bux, 65, considers perhaps the most difficult task on his checklist: Insuring that both his management succession decision...more
Continuing to deliberate about when and how to exit from his family business, Big Daddy Ernest Bux, 65, considers yet another task on his checklist: Determine Exit Strategy....more
Who is the Better Planner for Your Affairs: You or the State? Planning for succession of a closely held business is a lot like making a will. An individual has the opportunity to make a will which directs how the...more
There are a multitude of ways to realize ownership transition–some simple, some complex, some a safe bet and some full of risks. For the ambitious, successful family-owned company that wants to make it to the big leagues, an...more
President Trump promised and will pursue tax reform, but Congress must agree to any proposal. For the most part, a majority vote in both houses would allow tax reform for about a decade, and at least sixty Senate votes would...more
When an investor makes a decision to buy a business, the focus in almost every instance is on the business's future financial performance. Accordingly, an owner who has decided to sell a business must ensure that the...more
Charlotte Wealth and Estate Planning Member Chris Jones spoke at the North Carolina Bar Association (NCBA) Estate Planning and Probate Section Annual Meeting in Kiawah Island, SC on July 28. The presentation titled,...more
This is the last installment of a series discussing potential pitfalls relating to selling your business. Recently Tilting the Scales highlighted Successfully Selling Your Business: Top 6 Potential Pitfalls; So You Might...more
It’s impossible to predict what any future president will do, or what Congress will approve. But in light of comments president-elect Donald J. Trump made on the campaign trail, and given that Grand Old Party members will...more
This is the fourth installment of a series discussing potential pitfalls that JR and Sue Ellen Pawlenty, who own Pawlenty Energy, should be wary of when they are trying to sell their business. Recently, Tilting the Scales...more
The Department of the Treasury wants to place limitations on valuation discounts that are currently commonly used to reduce asset values in family-owned and closely-held businesses, in an effort to increase tax revenue. The...more
There’s a reason why there are countless quotes, clichés, idioms, songs, etc. about time. It’s an equalizing resource. No matter how many times you cross back and forth over the International Date Line, we all have the same...more