Ideas & Insights

Get key tips for bringing the next generation into the family business. These lessons learned can help propel the enterprise.

Family attribution rules can cause complete corporate redemptions to be characterized as dividend distributions rather than exchanges.

Learn how the definition of fair value and case law in numerous jurisdictions affects valuation issues in dissenting shareholder cases.

Owner readiness is crucial to successful business succession, but many struggle with this first step. Read more on succession planning goals.

What can family business owners do to grow and protect wealth and ensure a strong foundation to meet the needs of the future?