I thought this might be useful to fellow XPX members who work with families navigating leadership and ownership transitions. The article introduces the idea
Family business
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
So you are thinking of selling your business… or someone you know is. Before you even look at an offer there are steps you
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Most of us have watched the same thing discount a deal or kill it: the owner is the only person in the company who
I thought this might be useful to fellow XPX members who work with founders and families navigating succession. In this conversation with Frazer Rice
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 who lead advisory firms or are thinking about how to develop the next generation
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
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