Understanding the M&A Motivation in Family-Owned Businesses
Most family business owners only sell their company once. Whether the motivation is retirement, family shareholder pressure, or the need to raise growth capital, your impetus as a seller should determine the right deal structure, buyer type, and timing.
Q1 2026 M&A Activity: Large Deals Drive Volume
Enthusiasm for M&A in 2026 started strong, but total volume has been driven by large deals. Learn how family-owned businesses are navigating the M&A environment and what you can do today to prepare for a sale.
Leadership Succession and Exit Planning: A Guide for Family-Owned Businesses
Family-Owned Business Succession Planning: for family business owners, the question isn't whether you'll exit - it's whether you'll exit on your terms. Actively take control of your legacy. This guide covers the succession and exit planning strategies that protect your legacy, reduce tax exposure, and give your business the best chance of thriving when you step back.
Is Your Shareholder Liquidity Plan Ready for What's Next?
Shareholder Liquidity Primer for Family-Owned Businesses
Decisions about when and how to provide liquidity for shareholders can have significant implications for a company’s growth, operations, and culture. Whether driven by a generational transition, or a desire for diversification, the method(s) for providing liquidity can shape a company for generations.