‘The New Normal’ (3 of 4): Shared Vision
We interview William Roberts who gets personal and discusses some of his own family experiences. Aspen associate, Donnel Nunes, PhD asks some thought provoking questions of AFBG partner, Bill Roberts.
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Buy-Sell Agreements: An Often Misplaced Document
“Misplaced” is often a substitute in business owner lexicon for “I have not reviewed my Buy-Sell Agreement since it was written”. Where is it? Is it buried in your Operating Agreement for your LLC, or is it in a file in a drawer not opened in years?
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A Shared Vision: A Powerful Family Business Planning Strategy
Having clarity about your destination is a key to your destiny. We often meet with families who have embarked on a transition plan that has proven not to be the destination they intended.
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Lessons Learned from the Next Generation
Meet the Mason family, who illustrate a real situation that is typical of those we see, and whose confidentiality we are protecting.
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The Keys to Family Business Success
What does it take to be a responsible, engaged, and active member of a successful family business? This book will guide you through the process of tailoring answers that reflect your family’s and business’ unique circumstances to help you create the family business legacy you want to deliver to future generations.
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Your Buy-Sell Agreement: An Asset or a Liability?
A Buy-Sell Agreement documents the terms and conditions for a sale of business interests under given triggering events.
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Selection of a Trustee: A Search for Wisdom
In 30+ years of our practice, we’ve seen clients struggle with selection of a trustee. Do they select individuals or corporate trustees?
