Succession Planning Blog2021-04-15T08:28:55-05:00

Leading Through Transition

There is light at the end of the tunnel. We promise.  You are resilient and events in our history like COVID-19 make us stronger and innovative to solve the issues unique to times of turbulence.

Peruse the resources, stay up to date on new information by subscribing to our blog.

We have shepherded our clients through many environments like we have today. Save your self-time, worry, and money, and let’s talk.

Contact us to schedule a convenient time for you to connect:


50/50 Is Not Always Nifty: Partnerships that Don’t Work

By |

In Marvin Storm's Business Exit Strategies Podcast Episode titled: "50/50 Is Not Always Nifty – Partnerships That Don’t Work, Champ and Loyd Rawls share 4 different stories illustrating the potential, possible and probable issues impacting the ongoing success of the business.  Highlights include: The CONTROL Rod: A family operation with three [...]

Petty Crap of The Family Business

By |

When a family member enters the business, the emotional environment shifts. Family Business, by nature, is an oxymoron. Assuming a generally healthy family dynamic, family is a place for love and acceptance while and business an environment of what have you done for me lately. So, even the most balanced families find themselves struggling [...]

How Do I Motivate My Children, Nephews, In-laws, etc. to Come Into My Business?

By |

Your behavior and attitude towards the business act as role model behavior for your family. Therefore, speaking and showing positive feelings regarding the business is the best way to motivate the family to join. Express how much you enjoy it, the exciting and wonderful career opportunities and prospects for growth. [...]

What is Changing In the Areas of Estate Tax?


Planning Opportunities To Take Advantage of Now


Leadership in Uncertain Times

Go to Top