News & Insights
Three Key Questions to Start a Successful Cannabis Succession Plan
June 9th, 2021
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Succession Planning
Having a plan for leadership succession in any business is essential. For a cannabis owner, it is critical. But in the excitement of starting and growing your business, many cannabis […]
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Family Business Owners Must Weave Together Succession And Estate Planning
December 21st, 2020
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Estate Planning |
Succession Planning
It’s been estimated that there are roughly 5 million family-owned businesses in the United States. Annually, these companies make substantial contributions to both employment figures and the gross domestic product. […]
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How to Plan For Succession: Preserving, Protecting, and Passing on Wealth
September 21st, 2020
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Estate Planning |
Succession Planning
The decisions made regarding ownership of the family office or closely held business may not necessarily be the same decisions that are required for leadership and management. It’s critical to […]
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Valuing a Business in the COVID-19 Era
August 5th, 2020
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By Jeff Allen |
Consulting |
Succession Planning
On November 17, 2019 the earliest confirmed case of COVID-19 was made in China. At the time, the virus was not recognized as a new virus. On January 8, 2020 […]
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Is This the Right Time for a Business Valuation?
July 31st, 2020
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By Jeff Allen |
Consulting |
Succession Planning
With the effects of COVID-19 clearly in full force throughout most of the United States and the rest of the world, many small, medium and even large business have shuttered […]