Business Structuring and Business Agreements

Sibling Partnerships

2006-12-13T13:58:00-06:00By |Succession Blog|

Sibling Partnerships: If you are a part of a sibling partnership in business or anticipate being in one in the near future, please understand that your relationship, just like any other relationship, will require a significant amount of effort to make it an effective one. Effective sibling partnerships will not happen by default. Natural behavior [...]

Brand Bible?

2025-05-19T13:04:29-05:00By |Succession Blog|

What should be determined immediately is if "brand bible" is just being used as a cute term for core policies and procedures or do they really mean "Brand Bible." The concept of using the term brand bible conveys that this document is the foundation or reference for belief, trust and faith. Inherent with the behavior, [...]

What’s the First Step in Succession Planning?

2006-07-16T16:04:00-05:00By |Succession Blog|

Succession planning can be an overwhelming thought. There is so much to be done. “I don’t even know what I don’t know.” There are so many potential issues. There are so many opinions. There are so many places where things can go wrong. Correctomundo on all points. However, confirmation of your challenge is no reason [...]

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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