Asset Management

Planning for the transaction of your life

The exit of a founder or owner is one of the most consequential events in the lifecycle of any business. Whether it's an IPO, a sale or a transfer of ownership interests in full or in part, within or outside the family, it deserves to be intentional and well planned.

How to Consolidate Investments and Transfer Assets

Evaluate the details and understand the impact of asset structure

OPINION: Think like a private equity owner

You own a thriving business — it could generate $50 million, $500 million or $5 billion in revenues. Managing growth may be more challenging as...

Six Best Practices for Selling or Transferring Your Business

Six Best Practices for Selling or Transferring Your BusinessSelling or transferring a business can be a life-changing event.  The event is the culmination of...

Succession is a journey, not a plan

Succession is not a simple choice or decision; it is a far broader task of envisioning the future and taking steps to realize this vision....