Too often, entrepreneurs focus succession planning on a single event, such as their eventual retirement or exit from the business. They may even put off planning altogether until they feel confident that the company can survive their absence or there is someone capable of filling their shoes and carrying on the legacy they created. The […]
Posted on September 23, 2025 by
Heath Standorf
As family principals continue to grow their businesses and their wealth, they often establish family offices to centralize and streamline the administration and management of their lives, including financial and non-financial assets. Initially, business owners may entrust these duties to their corporate finance teams. However, there comes a point when more time and specialized skills […]
Posted on March 05, 2024
On today’s episode Associate Director Debra Sears shares her thoughts about the importance of cash flow and strategies for making improvements.
In this episode, business advisor Richard Berkowitz shares things entrepreneurs need to think about long before it is time for them to retire, sell or cash out.
Posted on May 18, 2022 by
David Kolan
The pandemic has spurred a tsunami of entrepreneurial new businesses. According to the U.S. Census Bureau, a record 5.4 million new business applications were filed in 2021, compared to 4.4. million in 2020 compared to 3.5 million before the pandemic in 2019. Whether these ventures will prove successful remains to be seen, but each one […]
