Case Studies

The owner is nearing retirement and looking to transfer the business. Since he is deeply

The owner of a manufacturing business is looking to transfer the business to his two

The owner of an independent manufacturing business plans to transition ownership to a few key

The third-generation owners of a family-owned LBM dealer are looking to transition ownership within the

How Does Technology Impact the Value of My Business and Lead to a Smoother Ownership

Founders vs. Employees – Building Trust and Crafting a Succession Plan

Family Transitions with Children Inside and Outside the Business

After 35 years of successful partnership, one owner’s health began to deteriorate, raising concerns about