How can effective succession planning be developed to ensure a smooth transition? This is an urgent and important issue for family-owned businesses, as it is critical for ensuring these businesses continue and sustain across generations. Unfortunately, many family businesses do not have effective succession planning, which can result in family conflict, loss of business value,...Read More

For high-net-worth individuals (HNWIs) or families, estate planning is pivotal for seeking to ensure their wealth is preserved and transferred efficiently to future generations. When it comes to receiving an inheritance, accepting it might seem like a no-brainer. The idea of disclaiming interest may be difficult to grasp. But in fact, disclaiming interest is a...Read More

In any successful business, financial management is a critical component. Key financial roles include the Chief Financial Officer (CFO), Controller, and Accountant, which are integral to managing a company’s finances. However, their distinct roles and responsibilities in financial management can be confusing. This article explores the distinct roles and responsibilities of a CFO, Controller, and...Read More

As a business owner, you have a full stable of professional advisors at your disposal to answer questions and highlight best practices regarding finances, accounting, legal issues and more. It’s easy to see how hiring a business consulting firm could be seen as redundant. But the expertise and experience you get from a business consultant...Read More

A business owner who wishes their business to continue for all stakeholders involved has many angles to consider when preparing a business succession. Getting it right the first time requires diligent planning, and carefully weighing value realization against how business succession relates to employees, customers, vendors, family and business partners. Employees are the Engine and...Read More

Nobody starts a business without the vision of their creation one day outliving their working years. Whether the business will stay in the family or be sold to, owners wish to see their legacy protected – and for the business to continue to prosper, even after they’re gone. Which is why it’s surprising that less...Read More

Business consultants work closely with owners and leadership to identify challenges, expose areas for improvement, offer advice, and propose practical solutions. Providing a unique analysis from an outsider’s point of view, business consulting can be a valuable investment for any enterprise. Bring on Expertise & Experience Consultants are experts at what they do – and...Read More