By Jaco Grobbelaar of BroadVision Marketing (BVM), based on a presentation by Phelps Wood for the Exit Planning Exchange (XPX). Family businesses are usually
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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
So you are thinking of selling your business… or someone you know is. Before you even look at an offer there are steps you
When preparing for the transfer of a business, there are many stakeholders who can impact your plan. Some have direct authority or decision-making capability
Annapolis, MD – Craig Decker, Managing Director, of Alex.Brown/Decker Global Wealth Group located at 2077 Somerville Road, Suite 320 Annapolis Maryland 21401, was among
How to Invest in Chaotic Times! Meet star financial planner Shinobu Hindert author of “Investing In Your Super Power” click here to meet and
RSG is excited to announce our new workshop titled “Professionalizing the Family Business,” which is initially available to MA-based family businesses. Generous state funding
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Most founders spend years preparing their businesses for a transaction. They improve profitability, strengthen management teams, build transferable systems, and address operational risks. By
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