Today’s New Content

Cyclical, Deferred Revenue, and Family Council – hover over today’s Glossary terms to learn their meaning. Latest Posts: Read Subscriber Survey Results – Business Transition & Valuation Review newsletter, and Multi-Family Office Role in Transition Planning, and Technology – Godzilla Lurking – Revisited. Learn why business owners and advisors must keep up with technology changes and likely outcomes. Latest Video: Our Website Content & Navigation Tutorial – see link immediately below left. Today’s Filtered and Curated News: (1) Negative interest rates, and (2) China excess capacity. Yesterday’s Filtered and Curated News: (1) U.S. unfunded liabilities and business transition, and (2) Earnings season starts tomorrow – take heed.

Website Navigation Tutorial and Two Latest Videos

Recent Content


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.