Blog

Our blog is written by our experts, all former C-suite executives, who assist our clients in working through critical issues like yours. 
Each month we write about different topics ranging from how to meet your capital needs to maximize growth potential,  
planning for an ownership transition or building the right infrastructure to support an expanding business.

Keeping it All in the Family

Conventional strategies to finance your company’s growth with a simple loan or an equity investment are likely at the top of your to do list, but these are not the only choices you should consider.

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Family Due Diligence: What to Know Before Investing in Another Family-Owned Business

Dan, CEO of his third generation, family-owned food distribution company, is interested in growing his business beyond its base in the southeast U.S. and has available capital. Pete’s business operates in California and other western states; as newly appointed CEO of his fifth generation business, he’s anxious to expand his family’s interests. Dan sees opportunity by strategically investing in Pete’s company. Pete is interested in growing his business but wants to ensure that the next generation—his son and daughter—maintains control of the business after his retirement. He considers another family business in his industry a better partner than the financial investors he has talked to, especially given their relatively short-term investment horizons.

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How to Be a Family Business Empty Nester, Part 2: Four Steps to Secure Your Family Business Before Retirement

You’re probably familiar with the saying “nothing is constant but change.” It’s an inevitable fact of life and in business.

Transitioning out of your CEO role in your family’s business is both scary and exciting. Leaving your business may be a defining moment; especially since long-standing personal relationships and core family values have helped define your business’s success. A badly handled transition can not only alienate your customers and employees, it can decrease your company’s overall performance and its value in the process.

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