Financial Poise

Articles tagged: Succession Planning

‘Housekeeping’ Tips to Consider In Order to Maximize Business Value Before You Sell

‘Housekeeping’ Tips to Consider In Order to Maximize Business Value Before You Sell

Are you considering selling your business? Here are some tips to help maximize business value. Find out the questions you should be asking about your business and how you can minimize risk.

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assembling the right transaction team

Assembling the Right Transaction Team: Tips for Selling Your Company Successfully

The key to a successful business sale is assembling the right transaction team. A business sale goes smoothly when everyone’s interests align and the right transaction team comes together.

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advice for securing your first board seat

Advice for Securing Your First Board Seat

Obtaining a board seat was already difficult but has become more challenging over the years because of how highly competitive it is. Find out what steps you can take to best prepare yourself.

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planning and staging a company for a transition

Planning and Staging a Company for Transition

How do you prepare your company for a transition? Thinking ahead before you sell your company or pass it on to a family will help maximize your profits and prepare your business for the change. Discover what you need to know before developing a business transition plan.

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private company board of directors meeting

What is the ROI for a Private Company Board of Directors?

The value of a high-performing board of directors is obvious to a business owner when the process is well managed. Identify the different ways to create an effective board of directors that will strengthen your company.

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Family Business Trends

STEP, KPMG Study: Global Family Business Governance Trends

Here’s what the STEP survey on global family business trends reveals about governance, Millennial leadership, diversity and retirement.

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Sharing Tribal Knowledge in the Workplace

Why Managers Must Seize, Retain and Share Tribal Knowledge in the Workplace

Your employees’ undocumented knowledge and experience leaves with them. What is the cost of not keeping tribal knowledge in the workplace?

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Three Circle Model

Revisiting the Three Circle Model of Family Business to Strengthen Governance Structures

It’s been 40 years since Gersick introduced the Three Circle Model for Family Business. How can you assess governance maturity in each circle?

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