Growing up Rich
I grew up thinking my family was rich. Not because we lived in a big house or took fancy vacations — we didn’t — but because
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Fall is the Season for Planning and Thinking
Every Fall, small business owners I know start to look ahead — budgets, goals, next year’s hopes and dreams.But there’s one question that rarely makes
All in Good Time…
One of the unusual benefits of a Succession Plan is that it slows…..things…..down…., often a big advantage to both the founders (G1s) and the successors (G2s and G3s).
Achieving Clarity
In the past eight months, I wrote and published two companion books about succession planning, one for each generation of the process. But my ultimate
When G1 Says “No” to Additional Owners
More than a few times in my consulting career, G1, individually or as a group of similarly aged founders (Generation One), says “No” to admitting
The Basic Premise (of my newest book, due out March 7th!)
(The following is an excerpt from “Acquiring Your Future Through a Succession Plan: A Primer for Next Generation Professional Service Providers”, the companion book to
Grants and Gifts of Equity
Let’s get straight to the point. My advice to every founding owner that I’ve consulted with over the past 30 years has been simple and