Tag Archives: succession planning

How to Minimize Risks in Family Business Succession

This week’s article is by Arthur F. Rothberg, Managing Director, CFO Edge, LLC. When considering passing their businesses to family members, owners should be aware of risk factors and understand how to minimize risks in family business succession. Succession risk planning … Continue reading

Posted in CFO Services, Estate Planning, Exit Planning, Family Businesses, Los Angeles, Risk Management, Succession Planning | Tagged , , , , , , , , | Leave a comment

The Impact of Generational Differences on Succession Planning

This week’s post and linked full PDF are by Howard Goldman, Partner, CFO Edge, LLC. With an increasingly large number of Baby Boomer business owners planning to retire, it is important to consider the impact of generational differences on succession … Continue reading

Posted in CFO Services, Employee Motivation, Employee Retention, Estate Planning, Exit Planning, Los Angeles, Succession Planning | Tagged , , , , , , , | Leave a comment

Succession Planning: Is an ESOP the Right Tool for Your Business?

One of the first steps in succession planning is identifying your primary succession goals. This will help you determine whether you should focus on selling your business to an inside (employees and/or family members) buyer or an outside (a competing … Continue reading

Posted in Employee Benefits, Exit Planning, Financial Strategy, Outsourced CFO Services, Succession Planning | Tagged , , , , , , , , , , , , , , , , , , , , , | Leave a comment

The Importance of Business Succession Planning

Succession planning is one of those things that business owners sometimes put on their back burner, but never get around to really focusing on until succession is literally staring them in the face. However, failing to plan early and adequately … Continue reading

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