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GETTING THE BEST FROM YOUR PROFESSIONAL ADVISORS

I was at a bank’s succession planning seminar recently and at the end of the presentation someone in the audience asked why he should use the bank’s services in that area when he has his own lawyer and accountant to provide him with the advice he needs. The answer from the banker was that the bank is a catalyst for getting a succession and estate plan done, not a replacement for the work of the lawyer and the accountant.

How to Say it to Seniors

A practical guide to bridging the generation gap.

On the Shoulders of Atlas: A Story About Transitioning A Family-Owned Business

On the Shoulders of Atlas answers the key questions that haunt business families around the world

The Equitas Transition Plan™ Q&A

Transition planning for a business owner is a concept that is bandied about by so many, yet successfully done by so few. Why that is the case is not as important as what steps should be taken to make transition planning a more successful exercise.

NBC’s TONIGHT SHOW: Succession Planning Gone Wrong

It seems like a truism among business experts that it is never too early to start working on a succession plan. No matter how large or small the business and even when dealing with a not-for-profit organization, the importance of planning sooner rather than later for the day that the person in charge is no longer in charge cannot be under-stated.