Articles
legacy
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.…
Creative Ways to Share Ownership (Without Losing Control)
I talk to a lot of business owners who say, “I’d love to give my team a stake in the business, but I’m not ready to hand it over.”
Good. You don’t have to.
Ownership doesn’t have to be all or nothing. There are smart, flexible ways to bring key people in, reward loyalty, and build commitment — without giving up control or cash flow too early.
A few ways to do it
- Gradual ownership transfers. You can set milestones where equity is earned over time — based on performance, tenure, or contribut…
Categories
- News (1)
- family owned business (51)
- small business (32)
- small business, (7)
- financials (9)
- ebitda (2)
- it solutions (1)
- rpa (8)
- podcast (3)
- succession (11)
- legacy (12)
- debt (3)
- cash flow (6)
- budget (6)
- forecasting (5)
- askthecfo (16)
- succession (4)
- legacy (1)
- legacy (2)
- succession planning (4)
- business value (2)
- 13 week ca (1)
- operations (4)
- inventory (1)
- operations (4)
- supply chain (2)
- manufacturing (1)
- tariffs (6)
- pricing (2)
- customer (1)
- customer concentration (6)
- mexico (1)
- near-shoring (1)
- marketing (1)
- business development (2)
- lean (1)
- leadership (2)
- insurance (1)
- risk (1)
- planning (1)
- real estate (1)