Succession Success Stories

Didn’t Want to Screw It Up

2022-08-03T05:26:52-05:00By |Automotive, Succession Blog, Succession Success Stories, Video|

Successfully integrated family into business leadership while balancing family dynamics is full of complexities. As Joe Chastang shares, many private and family business owners screw it up. Thanksgiving and Christmas come around every year, and the business provides for 100+ employees. Mis-matched expectations, communication differences, and management styles can create [...]

Focused Leadership

2022-08-03T05:37:33-05:00By |Automotive, Succession Blog, Succession Success Stories, Video|

High-performance cultures require discipline. Formalities, efficient processes, and strategies that reward teamwork and achieving goals motivate and inspire employees to go the extra mile. As Joe shares, the succession planning process helped his leadership team focus on priorities which has resulted in managing their company, employees, and family-business dynamics. Because [...]

Family and Employee Livelihoods Depend on Success of Business

2022-08-03T05:57:19-05:00By |Automotive, Succession Blog, Succession Success Stories, Video|

Many lives depend upon the business's ongoing success, employees, families, and community. Succession planning is an investment that returns incredible dividends. Whether you are looking to transition ownership or sell for the highest multiple, succession planning ensures you have the right amount of capital, the right people to lead, and [...]

Integrating Family is Tricky

2022-08-03T05:55:17-05:00By |Automotive, Succession Blog, Succession Success Stories, Video|

Integrating family into the business is a tricky process. Commonly, owners are either too easy or too hard on their kids, and with no formal process, next-generation flounders. Insecurities and resentment grow in this environment, impacting professional development and family relationships. Succession planning provides formality and discipline for the family [...]

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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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