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Family Challenges in the Family Business (2)

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

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.

Transition Planning for Success

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

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.

Doing It Right For Family And Business

I’m sure you’ve heard it before, but I want to say it again. Succession Planning cannot begin too early.