succession planning Archives - Conway Center for Family Business

succession planning

Essential Documents for Your Family Business - Succession Planning

Essential Documents for Your Family Business – Succession Planning

Leave a Comment / Blog, News, Succession Planning / By

At the Succession Planning Roundtable: Back to Basics – Essential Documents for Your Family Business, Bea Wolper with Emens Wolper Jacobs & Jasin and Meredith Sugar with Taft/ facilitated a highly informative and engaging roundtable discussion focused on the foundational legal documents every family business needs. The conversation was filled with practical advice, cautionary tales, […]

Essential Documents for Your Family Business – Succession Planning Read More »

Succession Planning Strategies When Life is Unpredictable

Succession Planning Strategies When Life is Unpredictable

Leave a Comment / Blog, News, Strategic, Succession Planning / By

The most resilient businesses are ones that expect the unexpected. Life-altering events like Death, Disability, Divorce, Disagreement, and Distress — which are known as the “5 Ds” of succession planning — may be unexpected, but that doesn’t mean you can’t plan for them. While no succession plan is foolproof, you can stay on track if you

Succession Planning Strategies When Life is Unpredictable Read More »

Succession Planning Critical to Family Business Vitality

Succession Planning Critical to Family Business Vitality

Leave a Comment / Blog, Leadership, News, Strategic, Succession Planning / By

Mark Swepston spent his professional life building an already strong company, Atlas Butler, into an even more vibrant, community-oriented organization that is a nationally recognized leader in comprehensive HVAC and plumbing solutions. Yet with this success, as a third-generation family business leader, he had a nagging concern:  What would happen if he suddenly left the firm?

Succession Planning Critical to Family Business Vitality Read More »

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

Leave a Comment / Blog, Events, News, Succession Planning / By

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

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

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

Leave a Comment / Blog, News, Succession Planning / By

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

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

Securing Your Business Legacy: The Essential Guide to Exit Planning

Leave a Comment / Blog, News, Succession Planning / By

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.

Securing Your Business Legacy: The Essential Guide to Exit Planning Read More »

Start typing and press enter to search

Scroll to Top