Ownership Transition

Ownership Culture: Employee Resilience & Motivating the Millennial Workforce

In this article, we discuss factors such as the importance of information sharing,

The Building Blocks of Ownership Transition

Oftentimes, the owner of a privately-held company invests years - if not decades - in building a successful business.

The Top Five Ownership Inflection Points

There are many moving parts in the day-to-day management of a business.

The Top Five Ownership Transition “Inflection Points” for Dental Practitioners

As you know, there are a lot of “moving parts” in the day-to-day management of a business. Between dealing with staff and patients, improving profitability, ...

The Arithmetic of Ownership Transition

For many business owners of privately-held companies, the transition...

Retain & Reward Your Key Employees with Synthetic Equity

Locating, hiring and retaining the best employees is an...

What is Your Business Really Worth

There are several paths a business owner can take when it comes...

The Corporate Divorce: Tactics for Dissolving a Business Partnership

Your business partner suddenly decides he wants to leave the

Creating Value for Your Business When Your Best Assets Are People

For owners of closely-held, service-based businesses...

What are Your Ownership Transition Alternatives?

There are several paths you can take when it comes time to...

Business Valuation: The Strategic Decision Making Tool

As a business owner, the need to understand the current value

What’s Driving the Value of Your Business

Over 90% of all Companies in the U.S. are closely held and many of these...

Hiring a Financial Advisory Firm

If you’ve ever sold a home, you know how complicated it can be

Fractional Ownership Transition Strategies

For the owner of a closely held business contemplating ownership transition,...