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Controlling Interest, Corporate Governance, Enterprise Value, Entitled – hover over today’s Glossary terms to learn their meaning. Latest Posts: The Relationship Between Family Governance and Corporate Governance, Business Viability Discovery Metrics, Generational Business Transition: The Apprentice, A Written Business Plan: Never More Important, and Not Strategizing for Business transition Now? A Precursor to a Tale of Woe?. 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.