Are you or your clients putting off personal future planning? You’re busy, there are goals to be met, succession plans to complete, a final
Family business
I thought this might be useful to fellow XPX members who work with families navigating leadership and ownership transitions. The article introduces the idea
I thought this might be useful to fellow XPX members working with founders and families during succession. The article looks at a familiar problem:
I thought this might be useful to fellow XPX members who work with family-owned businesses considering a sale. The article looks at a part
Selling a business is one of the most significant financial decisions a person can make. Selling a family business is all of that and
By Jaco Grobbelaar of BroadVision Marketing (BVM), based on a presentation by Phelps Wood for the Exit Planning Exchange (XPX). Family businesses are usually
Most founders spend years preparing for the transaction. Very few prepare for what the transaction changes. That gap is easy to miss during the
When the time comes to transition out of your business—whether through a sale, merger, or succession—one factor can significantly impact your outcome: how well-prepared
At WhiteWater Consulting, we’ve had the pleasure of working with businesses of all shapes and sizes. And though we delight in each of these
Succession planning is one of the most critical elements for a company’s long-term stability. It ensures that leadership transitions smoothly, helping businesses continue to
Family businesses are unique entities—and tend to come with many challenges. For instance, how do you balance the desire to preserve long-standing traditions with
Sometimes the most sensitive question in family succession planning is “Who gets the office?” Dad’s (or Mom’s) office is usually perceived as the center
Posted on October 28, 2024 By White Water Consulting A family business constitution is a foundational document that outlines the principles, values, and operating
COREnology is the first behavioral finance tool developed to help advisors identify, track and grow clients’ core values, beliefs and goals. Soon
When you sit down for an intergenerational conversation about the future of the family business, it’s essential to have multiple goals before you. For
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Successful exit planning, transfer of ownership, divestment, or asset/share sale depends on collaboration, specialized expertise, and advisors who understand the full lifecycle of a
I was sitting with a founder whose financial advisers had already answered one of the questions exit planning is supposed to answer. He had
Two construction companies can produce similar earnings and still command very different offers when they go to market. For advisors, understanding why is critical.
After years of advising privately held companies, I’ve noticed something interesting: The questions don’t really change. Different industries. Different sizes. Different personalities.But the same
A business can be profitable, well managed, and growing, yet one unexpected event involving a co-owner can put its future at risk if the
For many owners, concern for employees is one of the most emotionally significant parts of selling a company. Long-term team members may have helped
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