succession planning Archives - Conway Center for Family Business

succession planning

October Educational Program: Should We Keep it or Sell It? A Family Business at a Crossroads

At the October Monthly Educational Program: Should We Keep It or Sell It? A Family Business at a Crossroads Jon Eesley with Windsor Advisory Group sat down with Bill Mead, formerly of Golf Car Company, about his experience selling his family business. The discussion was open and impactful, with Bill Mead sharing personal details while […]

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Essential Questions Family-Owned Businesses Should Address When Developing a Succession Plan Meaden & Moore

Essential Questions Family-Owned Businesses Should Address When Developing a Succession Plan

Succession planning in family businesses is a critical process that ensures the stability and continuity of the business across generations. This process is characterized by developing, documenting, and communicating a comprehensive plan that aims for an orderly and successful transition. The journey towards this goal begins with the current generation of owners and operators who

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Securing Your Business Legacy: The Essential Guide to Exit Planning

As a business owner, you’ve poured your heart and soul into building your company. But have you given thought to what happens when it’s time to step away? Exit planning is a crucial step that many entrepreneurs overlook, often until it’s too late. Let’s dive into why exit planning matters and how you can start preparing for your business’s future today.

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Kelly Jasin and Bea Wolper

A Succession Planning Journey Complete – EWJ&J Announces Its Own Transition

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.

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How a Fractional Executive Can Take Your Business to the Next Level

This is an intereting article in Entreprenuer.com by Katie Murphy, a new Conway Center member and founder of Expansion Group. Fractional executives might be a good solution for family businesses that do not have a clear succession plan…yet. If you have a complex strategic initiative with an end date like the one I oversaw, this

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Conway Center Case Study Succession Plan for Family Business

The Best Gift to Give Your Family and Yourself is a Succession Plan for your Family Business

What’s the secret to an effective succession plan for your family business?  There really isn’t a straightforward answer.  The Conway Center for Family Business has helped many businesses through succession planning challenges, and one thing is for certain – no two businesses are alike. Differences in family dynamics, interpersonal relationships, preparedness, non-family employee input, and

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Conway Center Case Study Understanding Generational Issues in Family Business

Closing the Gap: Understanding Generational Issues in Family Business

Featuring:Dr. Thaddeus O’Brien, O’Brien & AssociatesTobi Gold, Skilken Gold Real Estate DevelopmentFritz Reitter, Reitter Stucco & Supply Co. Inc.Kevin Schoedinger, Schoedinger Funeral and Cremation Service Understanding Generational Issues in Family Business The generations that launched many of our family businesses are living longer, resulting in more generations being involved in family business at the same

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7 in 10 Advisors Say Navigating Interfamily Dynamics is the Hardest Part of Estate Planning

Seven In Ten Advisors Say Navigating Interfamily Dynamics Is The Hardest Part Of Estate Planning For HNW Families Key Private Bank’s Advisor Poll found that having no plan in place is the leading estate planning mistake Key Private Bank, the wealth management arm of KeyCorp (NYSE: KEY), released the results of its latest advisor poll,

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