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Capital Equipment, Disability, Emotional Intelligence, and Identifiable Intangible Assets – hover over today’s Glossary terms to learn their meaning. Latest Posts: Business Transition & Valuation January 31 Survey Results, and Family Business Transition Success: Letting Entitlement Stand In The Way! – Part 2. For curated news relevant to business transition & valuation register to receive our free bi-weekly Business Transition & Valuation Review newsletter.

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We offer business owners and advisors overview (1) strategic family business transition planning advice, and (2) business valuation advice with respect to value, strategy and likely dispute outcomes. Visit Counseling.


We offer family business transition planning seminars to business family members and their advisors where we review and discuss the 50 Hurdles to successful transition and how they can be overcome. Visit Speaking.