Category: Family Businesses

Discussion of issues that pertain specifically to businesses owned or controlled by more than one person in the same family

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Exit and Succession Planning / Family Businesses / Private Equity

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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Exit and Succession Planning / Family Businesses / Manufacturing / Medical Technology - MedTech / Mergers & Acquisitions

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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ESOP - Employee Stock Ownership Plans / Exit and Succession Planning / Family Businesses / Mergers & Acquisitions / Regulatory Issues / Selling a Privately Held Company / Wealth Planning & Management

Considerations for Selling a Company to Its Employees via Employee Stock Ownership Plan (ESOP)

Last week’s Wall Street Journal ran an interesting article in the U.S. print edition, titled “Founders Cash Out, but Do Workers Gain?” (April 18, 2013)  The article discusses Employee Stock Ownership Plans, also known...

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