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How to manage the shift from owner to investor

The decision to sell your business was a difficult one. Yet the timing was right, you found the right steward to buy your company and negotiated an exit that met the needs of your family. Now it's time to look ahead so you can enjoy the fruits of your labor in a way that makes the next chapter of life as rewarding as the prior one. Redirecting the family's focus from the business to anoth... Read more

Benihana founder’s tunnel vision

A recent Ernst & Young report entitled “Family Governance: The Issues, the Concerns and the Strategies to Deal with Them” lists a number of governance missteps that commonly arise in family companies. One of the issues cited in the white paper is “tunneling” -- business ownership through cross-shareholdings. The E&Y authors note that this strategy, which usually un... Read more

The Termo Company

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Mar/Apr 2015

  • Mitzi Perdue’s view of her tough-yet-tender husband
  • Women add value as independent directors
  • How to manage the shift from owner to investor
  • Family champions spark innovation, positive change
  • Sharing an asset requires intention and skill building

Read more

Family Business Calendar

April 29

Global Family Offices Summit

May 3-8

Private Wealth Management Program

May 5

WomenCorporateDirectors Family Business Governance Institute

May 5-7

WomenCorporateDirectors Global Institute

May 7

Leadership and Followership in Family Businesses

June 7-17

iLEAD Module 1: Philadelphia and New York

See the full calendar

Family Business Tips

Maintaining family stability after the business is sold

A strong successor is key to an exit strategy

Next-generation members are champions of innovation

Talk to your kids about the family business

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