Category: Exit and Succession Planning

Considerations for owners of privately held companies who will immediately or “someday” exit the business — by choice or otherwise

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Family Businesses Series of Six Articles

In addition to investment banking, I write a periodic Business Ownership guest column for News.ThomasNet.com.

I published a series of six articles on Family Businesses in late 2019 (which were tremendously popular, ranking in the top of all articles read that week).

This series is useful and important reading for private company owners considering family succession.

Please see the list and links below.

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Medtech Contract Manufacturers: Plan Your Next 5-8 Years Using This Tool for a Deeper Understanding of Your Market’s Drivers and Conditions

Click this link for the full one-page printable and downloadable summary of key macroeconomic and industry factors affecting medical technology manufacturers. This one-page infographic is geared particularly to Contract Manufacturing Organizations (CMO) and Electronic...

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