News & Analysis as of

Selling a Business Succession Planning

IR Global

Business Advisor Testimonial: The Diverse and Rewarding Work of a Succession Planner

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In a recent video testimonial, a seasoned succession planner Jeff Faulkner with The Rawls Group shared insights into his experience working with a long-time client, who, after exhausting various succession alternatives,...more

IR Global

Boost Client Acquisitions: A Guide for Business Advisors

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As a business advisor, understanding the succession process for business owners can significantly benefit your ability to attract and build a business owner practice successfully. Long-term thinking can be complex for some...more

DarrowEverett LLP

Do It Better Than ‘Succession’: How to Optimize Transition for Your Waystar Royco

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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

Cohen Seglias Pallas Greenhall & Furman PC

[Webinar] Business Succession Planning for Construction Companies: Thoughts for the Transition - June 22nd, 12:00 pm - 1:00 pm ET

The successful transition of a business’ management and ownership requires forethought. Too often, in the press of day-to-day activities, business owners lose sight of the big picture and how the business will continue...more

Bass, Berry & Sims PLC

Exploring Exits & Family Business Dynamics: Key Takeaways from Smart Business Dealmakers Conference

On March 23, Bass, Berry & Sims once again sponsored and participated in the Smart Business Dealmakers conference in Nashville, Tennessee. The full-day conference included over 200 middle-market CEOs, top private equity and...more

Stoel Rives LLP

Stoel Rives | Deeply Rooted Podcast Episode Five: Exploring Succession and Generational Change with Kevin Adams, Managing Director...

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In the latest installment of the Stoel Rives | Deeply Rooted Podcast, titled Exploring Succession and Generational Change, Kevin Adams, Principal and Managing Director of The Mountain Group and Adam Dittman, discuss...more

Ward and Smith, P.A.

Real-Life Lessons on How Mid-Sized Companies Handle Ownership Transitions

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Business consultant Karen Albritton along with Ward and Smith attorneys Deana Labriola and Matt Thompson, all with personal experience in a variety of companies, discussed several of the tricky issues related to ownership...more

Buckingham, Doolittle & Burroughs, LLC

Conflict Issues In The Sale Of Closely Held Businesses - Tensions Among Family Members

IN BRIEF - The sale of a family business or any business with multiple owners creates potential conflicts among the owners as well as potential issues for the attorney representing the sellers. Among these issues are...more

Farrell Fritz, P.C.

Siblings Battle Over Spoils from Sale of Family-Owned Business

Farrell Fritz, P.C. on

Normally you don’t associate the lucrative sale of a closely held business with bitter disputes among the co-owners leading to judicial dissolution proceedings. When the cake is big enough, the thinking goes, each owner walks...more

Foster Garvey PC

Takeaways from the 4th Annual Family and Closely Held Business Summit

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What It Takes to Sustain a Family Business Through Multiple Generations - On October 25, 2018, Garvey Schubert Barer convened more than 90 guests to its 4th Annual Family & Closely Held Business Summit. Produced in...more

Davis Wright Tremaine LLP

To Sell or Not to Sell, That Is the Question

This market offers family businesses a multitude of alternatives to selling your company. You are a family business owner....more

Tarter Krinsky & Drogin LLP

Key Takeaways From The Vistage Forum On Sell-Side Techniques For Business Owners

On June 25, Corporate and Securities partner Alan Gaynor and Trusts and Estates counsel Joann Palumbo were featured panelists at Vistage's breakfast forum, "Why You Need an Exit Strategy Today." The panel was focused on the...more

Bradley Arant Boult Cummings LLP

Transitions in the Family Business, Part III: A Successful Sale

This post is Part III in a three-part series summarizing and exploring Transitions in the Family Business: A Conversation with Family Business Owners and Leaders, a recent event for family-owned-business leaders that...more

Porter Hedges LLP

Business Planning Alert: "Selling a Business? Be Sure Your Financial House is in Order"

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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

Gray Reed

Your Business Plan Will Sell Your Business

Gray Reed on

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

Lewitt Hackman

Estate Planning NOW: Preparing for a New Government

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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

Gray Reed

Selling Your Business: Why Accurate Financials are Important

Gray Reed on

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

McNees Wallace & Nurick LLC

Business Succesion Planning - March 2016

The transition of a family owned or closely-held business is an important event for families. In a prior article, we covered the issues that a business owner faces in general in preparing a succession plan. This article will...more

Burr & Forman

Converting Reputation Into Serious Money

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In my previous blog post, I argued that reputation, if converted into brands/trademarks, can be the most valuable asset for a company. While all companies claim to have “brand”, typically the company’s name but it is mostly...more

Burr & Forman

What Buyers Really Buy

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In my last blog post, I discussed the importance of making your company attractive to buyers because the need/desire to exit can arise quickly and without warning. In order to make your company attractive to buyers, you must...more

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