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How to Say it to Seniors

A practical guide to bridging the generation gap.

On the Shoulders of Atlas: A Story About Transitioning A Family-Owned Business

On the Shoulders of Atlas answers the key questions that haunt business families around the world

The Equitas Transition Plan™ Q&A

Transition planning for a business owner is a concept that is bandied about by so many, yet successfully done by so few. Why that is the case is not as important as what steps should be taken to make transition planning a more successful exercise.

NBC’s TONIGHT SHOW: Succession Planning Gone Wrong

It seems like a truism among business experts that it is never too early to start working on a succession plan. No matter how large or small the business and even when dealing with a not-for-profit organization, the importance of planning sooner rather than later for the day that the person in charge is no longer in charge cannot be under-stated.

THE ETHICAL WILL: Have You Considered Doing One?

I wonder how many of you reading this article even know what an ethical will is. My strong hunch is that there are very few although I would imagine that every one of you knows what a legal will is.