Strategic Planning

Family Business Planning: Lock In Success for Generations to Come

Family business leadership teams stepping into this challenging arena should make sure they're fully aware of the best practices that will help them aim for success, along with insights to shape their own succession plans.

AI becomes a must for family enterprises

Morphing from cutting-edge tech to table stakes, AI is now the top strategic priority for family-owned businesses in 2025, according to a new survey. Can they find the talent to match the vision?

Strategies to Prepare for Liquidity Events

A conversation with Brian Carter, a partner at Plante Moran, on strategies for families preparing for liquidity events (e.g., selling a business).

Your secret sauce for strategic success

Investing in corporate culture is a strategically savvy move — and one family businesses are uniquely positioned to make.

Can you adapt quickly enough to adopt AI?

Privately held family businesses are well-positioned to take advantage of generative AI — provided they can get out of their own way.