Family Business Magazine • 10th January 2024 HBO's SUCCESSION Isn't Just Great TV SUCCESSION does a great job of highlighting two especially critical components of corporate governance: effective communications and independent boards.
WealthPoint • 18th September 2023 Want Drama? Don't Prepare for Estate Taxes There’s something out there. Something looming. You can’t quite put your finger on it. If you’re a successful business owner, that looming specter is estate tax. Ignore it at your peril.
WealthPoint • 27th June 2023 The Care & Feeding of Employees During Transition Transitions can be tough for employees. But they don’t have to be. Whether it’s an outright sale, a generational ownership transfer or an ESOP, there are definitive steps you can take to ease employee angst during what will be a critical time for business performance.
WealthPoint • 26th April 2023 What’s Your Business Worth? Will it be enough to meet your needs post-exit? Back of the envelop comparisons, or valuations based on industry multiples, often create unrealistic expectations that can jeopardize our plans post-exit or in retirement.
NACD Directorship • 1st September 2022 Steering Head-on Into Accountability Why and when private company founders should form an independent board.
Durango Herald • 25th August 2018 ‘More Time, More Life’ campaign works for the airport We remind people that the average differential in airfare may not be worth the time and miles they’re putting in. That, of course, is a subjective argument. Such is advertising.