Articles
succession
Your Legacy Plan: Turning a Lifetime of Work Into Long-Term Value
At some point, every owner faces the same moment: you look at what you’ve built and realize it’s time to start thinking about what comes next.
You’ve spent years hiring, selling, fixing, and figuring things out. You’ve taken the risk, made the sacrifices, and probably skipped more vacations than you can count. The question now is: how do you turn all that work into lasting value — for you, your family, and your team?
Start with what success means to you
There’s no one-size-fits-all exit plan.…
Considering an External Sale? What Business Owners Need to Know
For many business owners, an external sale is the best path to exit. Whether selling to a competitor, private investor, or private equity firm, a well-planned transition can provide financial security and ensure the company’s long-term success. However, selling a business isn’t as simple as finding a buyer—it requires careful preparation, strategic decision-making, and an understanding of the potential benefits and challenges.
Key Considerations for an External Sale
One of th…
Ask the CFO: April 1
Succession Planning: What Every Family Business Needs to Know
Insights from the April Ask the CFO with Lowell Mora
Our most recent Ask the CFO session focused on a topic that affects nearly every family-owned business at some point: succession planning. And based on the engagement and great questions we received, it’s clear that this issue is top of mind for many business owners.
We kicked off the session with a sobering truth: only 1 in 3 family businesses make it to the second generation, and…
Will Your Business Survive the Next Generation? Here’s How to Plan for It
Passing your business to the next generation is a major milestone—one that requires careful planning, strategy, and open communication. While the idea of keeping a business in the family is appealing, the reality is that many family-owned businesses don’t survive the transition. In fact, only 1 in 3 make it from the first to the second generation, and just 1 in 8make it to the third.
As a CFO with over 30 years of experience, I specialize in helping business owners navigate these transitions—av…
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