Tag Archives: stock

Legacy and Evolution

One of the key differentiators of family businesses is a committed ownership group who are proud of the legacy their family business represent.  Research shows that family businesses outperform non-family businesses, and this focus on the importance of legacy is … Continue reading

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Adding owners to the family business

At some point in their lives, many family businesses face a decision regarding whether to authorize and issue non-voting stock or not. This common strategy can be very helpful in accomplishing tax and estate planning objectives as well as adding … Continue reading

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CFO Issues

We were recently with a forum of 10 non-family CFOs of large family businesses. When asked what are the “family business” issues most on their mind, they responded with the following (in no particular order): Airplane use Incentive compensation Board … Continue reading

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Is Google a Family Business?

by John L. Ward You likely noted the news that Google is doing a stock split – doubling its shares, but without the new shares having a vote. The rationale: The two partner founders argue that they can be more … Continue reading

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Succession Webinar Questions Answered

Tools of the Trade: Two Experts Talk About Family Business Succession Q. How important are buy-sell agreements and clearly established valuation methods for family shareholders? What are typical valuation methods? A. A buy sell agreement is a succession planning tool that; (i) … Continue reading

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