David Ciambella

About David Ciambella

Test information.

How to Overcome the “Perfect Family” illusion

2015-08-04T15:52:00-05:00By |Succession Blog|

Recently while attending a church service our preacher, Dr. Bob, delivered a sermon titled, “Behind The Manicured Hedges” that struck a chord personally and also as a professional family business succession planner. The preacher was referring to Winter Park, FL a largely affluent community consisting of families who have above average means, fabulous homes and [...]

As Seen in Multi-Unit Franchisee Report – Have It All Done?: There is a Difference Between Continuity Planning and Succession Planning

2015-07-14T14:00:00-05:00By |Succession Blog|

Over the years we have encountered hundreds of successful business owners who have made the statement "I have it all done," as they describe how well they have planned and documented their business succession plan. Unfortunately, in most cases these business owners were referring to the work they have done to implement their wills, trusts, [...]

Preparing your Business to Weather the Succession Storm

2015-07-01T15:52:00-05:00By |Succession Blog|

Hurricane season is upon us and hopefully you have taken the necessary precautions in the event Mother Nature unleashes the power and fury of a hurricane on Central Florida. Forecasting the weather is not a perfect science, however; when it comes to identifying and tracking hurricanes, weather forecasters do a remarkable job. Thanks to news [...]

Keys to Preparing Your Successor

2015-02-12T14:01:00-06:00By |Succession Blog|

Just as there are many roads that lead to Rome, there are many paths that can be taken when it comes to preparing your successor. Many Dealers believe operational experience in the front and back ends of the business and participating in learning opportunities such as Dealer Academy are all that is necessary to become [...]

Transfer Stock: Gift or Sale

2014-11-12T20:22:05-06:00By |Succession Blog|

Recently a business owner approached me with the following: I am considering transferring some company stock to my son and possibly some talented managers. He stated, each person has made significant contributions to the business and a few of them feel they have already earned the right to some of the stock via sweat equity. [...]

How Financial Independence Can Impact Succession Goals

2014-08-12T14:01:19-05:00By |Newsletter Archive|

What is financial freedom? In the context of business succession, financial freedom means accumulating sufficient liquid resources independent of the business whereby the owner doesn’t have to rely on business profits to maintain their standard of living.  Why is attaining financial freedom so important for a business owner in a family business setting? Developing wealth [...]

Tips for Approaching Succession Planning with Your Franchisor

2014-06-04T19:23:35-05:00By |Newsletter Archive|

A few years ago I encountered a franchisee who had successfully transferred more than $2 million of business value to his children by taking advantage of available minority discounts in conjunction with depressed goodwill and depressed real estate values — a brilliant estate planning move. The only problem was that he had not received permission [...]

Family and Business: Have You Been a Cheater?

2014-02-10T22:09:58-06:00By |Newsletter Archive|

Recently a friend shared a book with me titled Choosing to Cheat, by Andy Stanley. Choosing to Cheat is a quick read, but it is very intriguing and prompted me to do a little introspection. The author begins the book by stating that everyone cheats. Now before you wonder why a succession planner is talking [...]

What is Changing In the Areas of Estate Tax?


Planning Opportunities To Take Advantage of Now


Leadership in Uncertain Times

Go to Top