Blog Library

Business Transition Lessons Learned: The End of a Family Business in the Third Generation

Posted by Jane Johnson on Fri, Oct, 16, 2015 @ 04:40 PM


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Topics: Selling Your Business Internally, Succession Planning, Family Business

Business Transition Lessons Learned: Living Out of Your Business

Posted by Jane Johnson on Tue, Sep, 15, 2015 @ 03:06 PM


This story is about a very successful family business that had been around for more than 25 years. Some long-term employees were just like family. The owners, a husband and wife, had a grown son and a son-in-law working in the business. All three families were dependent on this company for not only a sizeable income but also health insurance, vacations, travel, and many other perks. This company was operated as a C corporation and all of its assets, including substantial real estate, were held inside the one corporate entity.

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Topics: Maximizing Business Value, Financial and Estate Planning, Personally Preparing for Your Business Exit, Family Business, Minimizing Taxes

Exit Planning Preparation: A Cautionary Tale

Posted by Jane Johnson on Tue, May, 26, 2015 @ 01:54 PM


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Topics: Financial and Estate Planning, Exit Planning, Family Business