succession

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  • The Ins and Outs of Earn-outs


    Authority Authority:
    by Doug Pugliese, Director, SEI Private Wealth Management The decision to sell a private business is complicated and ideally should be made only after a great deal of planning and deliberation. Earn-outs, among many potential contingencies, are one good reason for such planning. In the current economic environment, ...
    4 days ago
  • Thinking Past Yourself: Farm Succession Planning


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    “Farming requires you to work and think in long time lines. You start looking at farm management as a generational timeline. So if it would take me 20 to 30 years to really understand all the wisdom that ... Read More
    4 days ago
  • What to Think about Before You Merge Your Practice


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    Plus: Key consierations in evaluating a practice continuation agreement By Ed Mendlowitz “Implementing Fee Increases“ Question: What I should do about merging? I need a specific answer. Response:  I can’t give you an easy answer.  I can give you a process to follow that should provide an answer.  Actually, ...
    2 weeks ago
  • Franchise Succession Planning


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    What happens to a franchise if a franchisee passes away? Can the franchise be transferred to a qualified successor? Or will the business automatically be terminated? read more
    2 weeks ago
  • What Duck Dynasty Can Teach Us About Business Succession Planning


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    I have to admit, I love the A&E reality series “Duck Dynasty.” Apparently a lot of other people like it, too. So much so, in fact, that the show’s April 24 finale beat Fox’s sagging American Idol in the coveted 18-49 demographic. Who would have thought a bunch of self-professed redneck millionaires would ...
    2 weeks ago
  • Estate Planning Tools Affected by President’s Budget Proposal


    Texas Estate PlanningAuthority Authority: 135
    In the midst of the budgetbattlefield, many estate planning attorneys are closing watching thePresident’s budget proposal. Why such interest? Well, beyond the Militaryspending and health care sections, the proposed budget targets numerous estateplanning tools and techniques. Forbes has been watching the various ...
    2 weeks ago
  • The Widening Gap Between Leaders and Up-and-coming Leaders…and What to Do About It


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    Never in our time has there been a greater need foroutstanding leaders. Regulatory changes and changes to the internationaleconomic landscape have made it challenging for today’s leaders to achieve theresults they need to survive , nevermind the results they need to thrive .There is, however, much that can be done ...
    2 weeks ago
  • Leaving On Top


    StrategyDrivenAuthority Authority: 133
    Leaving On Top : Graceful Exits for Leaders by David Heenan About the Reference Leaving On Top by David Heenan examines the exits of large corporate C-level executives; identifying the several actions common to graceful departures. David shares ten lessons from successful transitions including: Know ...
    2 weeks ago
  • End of an era as Sir Alex Ferguson retires as Manager of Manchester United


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    Sir Alex Ferguson retires in a relatively smooth fashion. Nevertheless, his departure means an inevitable period of transition for the global club he helped to build. Front-runners are emerging as a successor The announcement today [May 8th 2013] should not have been surprising. Sir Alex announced his retirement ...
    2 weeks ago
  • Warren Buffett On Goldman Sachs And Apple


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    Buffett on Succession, Investment in Goldman Sachs Discussion of Apple bonds and Goldman begins at 2:25. Warren explains why he balked at exercising warrants that would have given him a 9% stake in Goldman.  Berkshire currently owns 2% of Sachs shares. May 6 (Bloomberg) -- Warren Buffett, Berkshire Hathaway CEO, ...
    2 weeks ago
  • Exit Planning: Gifting the Family Business


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    Family business succession is not an easy task. If you choose to pass your company on to a family member, you will have to choose whether to sell the business or gift it. Undesirable tax implications can result when trying to sell your business. As a result, many family enterprises choose to gift their business to ...
    2 weeks ago
  • About Town with Patton McDowell & Associates: May Edition


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    Will those April showers bring May flowers? Spring is definitely in the air, and we will take some time to stop and smell the roses as we make our way around the area. You can follow us on Twitter... Want to know more? Visit The Patton McDowell & Associates blog to learn more...
    3 weeks ago
  • Respawner Online on Friday’s with MVP


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    #leftcontainerBox { float:left; position: fixed; top: 60%; left: 70px;}#leftcontainerBox .buttons { float:left; clear:both; margin:4px 4px 4px 4px; padding-bottom:2px;}#bottomcontainerBox { width: 50%; padding-top: 1px;}#bottomcontainerBox .buttons { float: left; margin: 4px 4px 4px 4px;}#bottomcontainerBox.manual { ...
    3 weeks ago
  • Betting Systems on Blackjack


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    This is another simple and effective system, which is based on a progression 1, 2, 3, 5 and back to 1. For example: for a player $ 5, the levels are $ 5, $ 10, $ 15 and $ 25. Using this system in your first hand bets $ 5, and advance to the next level if you win. If you lose you go back to the first level of $ 5. ...
    3 weeks ago
  • 5/2/13: Top Talent Development Posts this Week


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    Every week, I review blogs and other publications that cover talent development to find the very best talent development posts. This week, you’ll find pointers to pieces on agile learning, how big data is influencing recruiting, rethinking the workplace, creating your own succession plan, and three cutting edge ...
    3 weeks ago
  • Tips for Leaving Your Business


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    Mostexit plans I’ve dealt with are some combination of these three basictechniques. And, the lines that differentiate them can be fuzzy. Owning and running a business istough stuff, and at times you feel the weight of the world on your shoulders.But leaving your business can be just as challenging, considering you ...
    3 weeks ago
  • Illuminating future leadership capability and aligning it to succession


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    Ahead of the Ochre House Think Tank Illuminating future leadership capability and aligning it to succession  in Hong Kong on the 22nd May, we I thought it would be useful to outline some of the salient points being discussed: Leadership quality must be aligned with business requirements. It must be recognized ...
    3 weeks ago
  • ESOP a Proven Business Succession Tool


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    In the alphabet soup of company forms (S-Corp, C-Corp, LLC, LLP, LP, LTD., and so on and so forth) there is a growing turn toward a slightly more obscure acronym: the ESOP.
    3 weeks ago
  • Is it Time to Create your own Succession Plan?


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    If you’re in a senior leadership role in a largeorganization, there’s a good chance there is a succession plan for yourposition in case you get promoted, win the lottery, get hit by a bus, leave totake a position at another company, or need to be replaced for poorperformance. In smart companies, an orderly ...
    3 weeks ago
  • Have “The Talk” with Your Children Now in Fullerton, CA


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    There are a number of “talks”you have with your kids. We all are familiar with the infamous “ the talk ” – and a few others that aremore easily avoided than had. Add “ the inheritance talk” to the short list of intergenerational talkstoo important to avoid. So, how do you prepare and execute ...
    3 weeks ago

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