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Tag Archives: succession planning

Developing a succession plan is vital for family businesses 

A recent family business survey conducted by the National Bureau of Economic Research’s Family Business Alliance indicates that only 15% of the family businesses have developed and documented anything appearing to be a succession plan. This is troubling because succession of ownership and leadership is a critical issue for the long-term success of a business.

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Is your company ready for sudden change? (access required)

The volatility of the value of a company is not uncommon around the unexpected exit of an organization’s leader, experts said, but what the management of a company does before and, in the short term after, sudden disruption in its leadership succession and ownership protocols, can determine its long-term success and survivability.

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Guest view: Retirement plans should be piece of M&A puzzle

Throughout the M&A process, executives are hyper-focused on company synergies and big-picture goals. As a result, one very important factor often goes overlooked – the employer’s retirement plans. There are many details to consider when acquiring a company. Understanding the seller’s retirement plan and how it will fit within the current benefit structure is vital to success.

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