Succession Planning Blog2021-07-21T17:35:47-05:00

Leading Through Transition

There is light at the end of the tunnel.  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. We have shepherded our clients through many environments like we have today.

Resources

Your Golden Goose: Keep or Sell?

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Dealers are seeing record profits in spite of a global pandemic and limited inventories.  This has many dealers wondering if they should be building the portfolio by buying more stores or taking advantage of the market and selling to get top dollar, and others are wondering what will happen if they just stay in [...]

How to Create Boundaries Between Family and Business

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The focus for this installment of  “Dear Dr. Merlot” is Family Governance. Family Governance policies are the first step to create boundaries between the family and the business.   The specific question we will cover from Loyd's book Family Business Heartburn Relief: Answers to Gut-Grinding Family Business Questions is:   How do the [...]

What is Changing In the Areas of Estate Tax?

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Planning Opportunities To Take Advantage of Now

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Leadership in Uncertain Times

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