Posts Tagged ‘Planning’


Succession Planning (Zombie Take-over Prevention) :: SSA 2010 New England Leadership Summit

SSA Campus Organizer Lyz Liddell discusses strategies for how to keep your group operating in the midst of leadership transitions. Duration : 0:19:19 Recommended ReadingManagement Succession Planning for Family BusinessesIntegrated Learning SolutionManagement Succession Planning IS Success For the Family BusinessManagement Team Role: Succeeding with SuccessionManagement Succession Planning Blueprint (ebook) Technorati Tags: liddell, lyz, Planning, ssa, [...]

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Small Business Transition: “Starting the Conversation”

Now that their children are grown and on their own, farm owners Ron & Jo are looking ahead to the future of their farming business. When the couple felt it was time to start that conversation with their family, as well as with insurance and legal professionals, they engaged their Farm Bureau Financial Services agent [...]

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Management Team Role: Succeeding with Succession

The owner’s management team needs to understand any successful transition plan. Les Banwart has helped many family businesses deal with the challenges of transitioning to the next generation. Management’s key role is examined by Les in this short excerpt from Succeeding with Succession – Expert Perspective. Duration : 0:1:24 Recommended ReadingManagement Succession Planning for Family [...]

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Succession Planning – Step 7

Smooth Transition Duration : 0:0:57 Recommended ReadingManagement Succession Planning for Family BusinessesIntegrated Learning SolutionSuccession Planning (Zombie Take-over Prevention) :: SSA 2010 New England Leadership SummitManagement Succession Planning IS Success For the Family BusinessManagement Succession Planning Blueprint (ebook) Technorati Tags: Business, Planning, small, Succession

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Direct and Indirect Approaches to Estate Planning – Part 1

This week on Hull on Estate and Succession Planning, Ian and Suzana start a discussion on their global philosophy toward the estate planning process. There are direct and indirect approaches to capacity and estate planning and in this episode, Ian and Suzana explore these approaches as they pertain to the choice of attorney. If you [...]

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