Posts Tagged ‘Family’


The Benefits of the Family Meeting

This week on Hull on Estate and Succession Planning, Suzana Popovic-Montag speaks with Rodney Hull about the benefits of holding a family meeting to discuss estate matters while the testator is still alive. They both extend their condolences to the family of Ted Rogers, who passed away today. If you have any comments, send us [...]

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Paul and David Karofsky Discuss the Changing Dynamics of Family Businesses

Paul and David Karofsky of Transition Consulting Group, discuss the changing dynamics of family businesses including family business succession planning. Duration : 0:3:52 Recommended ReadingFamily Business Estate Planners Understand the Management Succession Planning ProcessWhat do you think you’re worth?The ABC’s of Family Business Succession PlanningLen Green Innovation Discussion – Part 3 of 3Management Succession Planning [...]

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Enterprise Rent-a-Car Family Video CAFE

Enterprise rent-a-car family video. Interviews with the Taylor family on succession and how they are doing in the company. Duration : 0:6:12 Recommended ReadingFamily Business Estate Planners Understand the Management Succession Planning ProcessTake Charge of Your Plans For Change – Elaine Froese – Farm Family CoachWhat do you think you’re worth?The Benefits of the Family [...]

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Don’t Wait Until Retirement to Think About Your Business Succession Plan

There are 5 steps that the Better Business Bureau outlines to create a solid succession plan to ensure the stability of the business if something unexpected should happen. Duration : 0:0:48 Recommended ReadingFamily Business Estate Planners Understand the Management Succession Planning ProcessWhat do you think you’re worth?The ABC’s of Family Business Succession PlanningPaul and David [...]

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Small Business Transition: “Passing Along the Business”

Miles and Joyce own and operate a farm on land that’s been in Joyce’s family since 1878, and are preparing to pass their farming operation along to their grandson Mike. Transitioning their business has required communication and understanding among all family members, and Miles and Joyce have managed to keep everyone in the family involved, [...]

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