Meet Blue Sky Business Valuation. Elizabeth Petrie and Courtney Sparks White founded the valuation company in 2017. Blue Sky Business Valuation has been a Service Provider Member of the Conway Center for Family Business for over three years. We sat down with Courtney Sparks White to discuss the business and their involvement with the Conway […]
Q&A With Blue Sky Business Valuation Read More »
Developing a family business charter helps individuals with differing points of view learn to work together in the spirit of collaboration toward a greater good — the health of the family and the business. Designed specifically for families in business together, a family business charter documents the shared understanding between the owner/founder and family members
What is a Family Business Charter and What Should it Include? Read More »
Set your organization up for long-term success using 10 key economic indicators to track and inform your decisions.
Data to Decode: The Economics of Being a Business Owner Read More »
There is some exciting news, especially for smaller plan sponsors of defined contribution plans. The Department of Labor (DOL) has revised the Form 5500 and instructions for 2023, bringing about a substantial change in the criteria used to determine the requirement for an audit. Updates to Participant Count Methodology Employee benefit plans that filed as a large
Audit Requirements for Defined Contribution Plans are Changing Read More »
Since the COVID-19 pandemic, there’s been an enormous uptick in the number of cyberattacks and the amount of damage they cause. This damage, which has disproportionately affected small and mid-sized businesses is now a top-of-mind concern for any organization that values its long-term stability and profitability. While there’s been a lot of advice out on the
5 Steps to Take When A Cyberattack Strikes Read More »
Partner and Co-President Kelly Jasin has been named as President of Emens, Wolper, Jacobs & Jasin. Founding Partner Bea Wolper moves to CEO in what many Conway Center members know is the succession planning journey. As Conway Center President and Succession Planning Peer Group facilitator for many years, Bea has spent many years teaching the owners of family businesses how to prepare for a successful transition and then, in turn, let go.
A Succession Planning Journey Complete – EWJ&J Announces Its Own Transition Read More »
The wheels of time keep turning and we’re heading into a new year, yet it feels like we haven’t really advanced very far with this COVID stuff. We’ve had a few questions and calls come in so I thought I would send you all off to (safely) celebrate with some things to think about in
Here’s a preview of what’s to come at our November 19th Educational Program. Dr. Thaddeus O’Brien, an organizational consultant and member of the Conway Center for Family Business Advisory Board, will explore communication challenges and enlist our audience to participate in sharing best practices. He writes, Today we have at our disposal more vehicles for communicating
Meaningful Conversation in the Family Business Read More »
We had a great session at our Women in Family Business Peer Group! We started off with the Marshmallow Challenge: Two teams of 4 were tasked with building the tallest structure they could manage using string, tape, and dry spaghetti. A jumbo marshmallow had to be placed on top – and the structures remain sound – in order
On Marshmallows and Books Read More »
From time to time, we’ll post Bea Wolper’s “A-Z Keys to Family Business Success” followed by a question from one of our members on the topic – here’s B: B – Board of Directors. This is the statutory group of people who make decisions about the direction and long term strategy for the company. The
Family Keys Alphabet – B Read More »
