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4 Takes on Succession Planning: Part 2

By |2019-11-14T15:28:24-06:00August 14th, 2019|Advisory, Change, Internal Control, Morale, Preparation, Succession Planning|

Our friends, Bob Hodges and Colin Hendricks, and their estate planning group from BrownWinick – Attorneys at Law, are focused on assisting individuals and business owners in structuring their operation so that assets (business and personal) transition from one generation to the next in a smooth and tax-efficient manner. BrownWinick is a full-service law firm [...]

4 Takes On Succession Planning-Part 1

By |2019-11-14T15:32:57-06:00March 27th, 2019|Advisory, Change, Internal Control, Morale, Preparation, Succession Planning|

Our friend, Rena Striegel, owner of Transition Point Business Advisors, is focused on the human and emotional aspects that often cause hurdles and setbacks if not dealt with. Here’s a little bit about Rena and what she shared with us about her role in succession planning. Rena Striegel is an internationally recognized business coach and [...]