ARTICLES


Word to the Wise: When family business becomes family feud
Wolf & Company

“You always get your way.” “You’ve been making bad decisions since 10th grade.” “You have to have the last word, don’t you?” “Your spouse drives me crazy.” It may not be too surprising to overhear this type of nasty dialogue bellowed in the kitchen during a stressful family gathering. But in family business, these loaded conversations can sometimes take place in the break room. Or worse, in the boardroom.

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Sell or Hold - Interview
The M&A Advisor Interviews Scott Waxler, Managing Partner of LockeBridge, LLC

The Interview




Should I Sell or Should I Hold
LockeBridge LLC
Reprinted from Mass High Tech

If you're like most business owners who operate in the Lower-Middle Market (i.e. enterprise value between $5M – $100M), a substantial, if not most, of your net worth is invested in your business. Most well respected wealth managers are now touting: "Preservation of Wealth” and “Diversification of Investments" as the theme of the day.   In this Volatile Economy how do you, the business owner, diversify/preserve your investment in your business so that you are not risking the majority of your net worth?

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Before the Sale: Getting Your House in Order
Michael Tucci, President of Lexington Wealth Management
Bob Russell, Partner at Pabian & Russell, LLC

Grizzled veterans will pontificate about how successful enterprises are built from strength, character, and luck. These elements, they say, together serve as the underpinning of business. But when company owners look forward to the exit in the distance – the sale towards which they have driven for decades – they should put those intangibles behind them. Planning is the only real mechanism for ensuring the most value and smoothest transition when a company changes hands.

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