Succession Planning

Recent Trends in Succession and Estate Planning

Published: 2015 04 07 | Views: 1110 | Comments: 0
Ron Prehogan and Dr. Reuven Bulka recently presented a webinar to members of Meritas, a global network for lawyers. The webinar discusses recent trends in succession planning and estate planning.

Transition Planning for Success

Published: 2012 03 14 | Views: 30163 | Comments: 0
How do I maximize the benefits and minimize the impact of the transition? How soon should I start to prepare my company? My family? Myself? What needs to be in place for a successful transition?

5 Keys to Succession Success

Published: 2011 03 25 | Views: 2325 | Comments: 0
In over 30 years advising families in business, I have seen the good, the bad and the ugly in terms of what the business can do to the family and what the family can do to the business.

Family Challenges in the Family Business (2)

Published: 2011 03 10 | Views: 50258 | Comments: 1
On March 3, 2011 Ron presented to Cafe Ottawa members at the Hunt Club Golf & Country Club.

Don’t Let the Tax Tail Wag The Dog

Published: 2010 08 09 | Views: 59979 | Comments: 1
Many business owners when asked if they have done a succession plan answer “yes, my lawyer did that for me a few years ago”. What they often don’t realize is that the lawyer did an estate plan for them which is but one albeit very important component of a succession plan.
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