Apr 30, 2021 | Blog, Closely Held Businesses, Exit Planning, The Valuation Report
While preparing your succession or estate plan, you should value your family business both internally and externally because your company has multiple values depending on the valuation standard used. The different results can help you determine whether to keep the...
Jul 24, 2019 | Exit Planning, The Valuation Report
Nearly 10,000 baby boomers turn age 65 every day. Many are in great health and look forward to a vibrant future. Some will continue to work, energetically leading their companies into the coming years. Others would like to retire but hesitate to sell their companies...
Mar 12, 2019 | Advisory, Closely Held Businesses, Exit Planning, Manufacturing, Nonprofit Insights, Real Estate and Construction, Startup Business
Most nonprofit organizations know they need a succession plan for their executive director, and many have one in place. But managing transition within the board itself is a different challenge, and fewer organizations maintain board succession plans. Most nonprofit...
