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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

How to Say it to Seniors

A practical guide to bridging the generation gap.

The 5 Keys To A Successful Succession Plan

In over 30 years advising families in business, I have seen the good, the bad and the ugly in terms of what the business can do to the family and what the family can do to the business.

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.

FAMILY BUSINESS LONGEVITY: THE TRUST FACTOR

“Shirtsleeves to shirtsleeves in three generations” is the norm with family businesses. Another way of describing it is the first generation makes it, the second generation preserves it and the third generation spends it. Business owners in their 50s, 60s and older looking to transition their wealth to the next generation often ask themselves if their family will be in the same position. They wonder if there is some way that their family can beat the odds so that subsequent generations in their family do more than just preserve or certainly spend what has been built up.