Manufacturing Industry

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

2021-04-29T11:43:20-05:00By |Dr. Merlot, Succession Blog, Video|

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 if Family Doesn’t Want, or Have the Ability to Fill Your Shoes as Leader?

2021-04-23T15:20:27-05:00By |Succession Blog, Video|

Some sort of transition strategy, or a succession plan, is critical for every family business. What will the future look like, will it stay in the family, do we want to sell are 3 critical questions to consider. Listen in and learn from Jean Venant, a succession planner with The [...]

Creating Leadership Bench Strength for Succession Planning

2021-06-08T09:06:35-05:00By |Succession Blog, Video|

Listen in to Jéan's insight into how to create organizational bench strength to power your business through transition. The term bench strength may appear indirectly placed in your business as the term generally relates to a weight lifting exercise. However, just as an individual leverages a bench press to create [...]

Family Business: Harboring Gratitude versus Resentment

2021-06-08T09:07:17-05:00By |Succession Blog, Succession Matrix-10 Point Perspective, Video|

Listen in to Hugh’s insight into how to create meaningful strategies to ensure you are harboring gratefulness versus unintended resentment amongst family. A grateful heart is significant when we feel we’ve gone above and beyond to provide something for our children/grandchildren. Knowing our children are thankful usually inspires us to [...]

How Do I Deal With the Petty Crap I Endure as a Leader of My Family’s Business?

2021-05-07T15:21:39-05:00By |Dr. Merlot, Succession Blog, Video|

When family members join the business, the emotional landscape changes. Any imperfections in intra-family communication, respect, and/or patience are exasperated by business expectations, nuances, and pressures. Even the closest and most balanced families find themselves struggling with crap from what appears to be never-ending sources. If it’s not concern over [...]

Succession Planning Learnings from the Suez Canal Boat Debacle

2021-04-23T16:04:33-05:00By |Leading Your Business Through Transition, Succession Blog, Succession Matrix-10 Point Perspective, Video|

One small misstep that was unforeseen, unexpected, and totally not at all planned for has had impacts on the global economy at large. Similarly, succession planning, if not engaged in, can do the same thing to the personal financial future of a business owner AND the sustainability of the business. [...]

Are you getting state of the art investment management

2021-03-03T15:21:33-06:00By |Advisor Collaboration, Burning Questions, Video|

Individuals and families spend a lifetime accumulating wealth but often lack the scale to navigate global markets and stay in front of state-of-the-art investment portfolios. For this reason, business owners and those who want to protect their wealth must have personal financial planning as part of the future planning of [...]

Recording: Virtual Q & A About Biden’s Proposed Tax Changes and Impact on You

2021-03-25T17:20:03-05:00By |Leading Your Business Through Transition, Succession Blog|

What you need to know about Biden's proposed policy changes, their impact on succession planning, and how to get back to business. The election is now behind us. We have a new president and a new party in control, which likely means policy changes. COVID-19 is still present, impacting our lives in [...]

COVID has flipped so much upside down, how will the new normal affect our culture?

2021-02-10T13:48:05-06:00By |Advisor Collaboration, Burning Questions, Video|

The more things change, the more they stay the same. The team of experts featured in the video talks about impacts on culture post-pandemic. The common takeaway revolves around remote work. As a business owner or leader who had to transition a team to remote work or an individual who [...]


What is Changing In the Areas of Estate Tax?


Planning Opportunities To Take Advantage of Now


Leadership in Uncertain Times

Go to Top