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November 7, 2024
Advisers Help Avoid Family Business Mistakes
By Adam Burroughs
McComas Fuel Co.’s William A. McComas on lessons learned operating a multi-generation family business.
October 17, 2024
Learning The Family Business On The Fly
Competition Roofing’s Robert Hilty on what he’s learning during his first time leading the family business.
October 10, 2024
Navigating The Sale Of A 100-Year-Old Business
Bradley Corp. Luis de Leon on the steps take to move a century-old business forward.
September 5, 2024
Unfortunate Circumstances Lead To Important Family Business Lessons
Gamse Labels & Packaging’s James Canzoniero on how an unfortunate event led to a quick succession, and important business lessons.
August 22, 2024
Dispelling ESOP Myths
MGX Digital’s Charity Brueggemann outlines the process of transitioning to an ESOP.
August 8, 2024
Getting The Real Story In A Family Business Deal
Pine Street Capital Partners’ Timothy Welles on some of the challenges with buying family businesses.
July 2, 2024
Getting Creative To Take Care Of People In A Deal
3 Men Movers' Jacky Fischer on how she's prioritizing taking care of her people when it comes time to sell her business.
June 27, 2024
Introducing Family Into A Business
David Mason of David Mason + Associates on the process of introducing family into his business.
June 5, 2024
Eagle Park Brewing Is Learning On The Grow
Eagle Park Brewing Company's Max Borgardt on how he's handled his company's exponential growth.
May 31, 2024
Edible Brands' Founding, Flourishing and Future
Edible Brands' Tariq Farid and Somia Farid Silber on rebranding, expanding, and plotting the company’s future.
May 30, 2024
Navigating Family Business Growth
Strother Enterprises' Natasha Strother-Lassiter on the progression of her family business and the growth options they're considering for the future.
March 21, 2024
The Hard Work Of Not Becoming Another Family Business Statistic
Pump and Meter Service's Kurt Radermacher on his experience taking over the family business
March 7, 2024
For Bliffert Lumber, People Are Central To A Deal
Bliffert Lumber's Eli Bliffert on the role a target's people play in a deal
February 15, 2024
The Unexpected Sale Of A Family Business
Former Birko Corporation Owner Kelly Green on the shift to selling her family business.
February 9, 2024
Firing Sisters And Setting Up A Son's First LLC
Preferred Data Systems' Kelly Comeaux on life growing up in a family business.
February 1, 2024
Competing On Culture
Seyer Industries' Chris Seyer on how he uses culture as a competitive differentiator.
January 18, 2024
How Acquisitions Help Babson Farms Diversify Revenue
Taylor Kirkpatrick is generation four of Babson Farms, a family enterprise that started originally with dairy equipment manufacturing — the largest in the world, he says — until they sold the business
January 12, 2024
Financial Issues To Consider When Doing International Acquisitions
Gentherm closed two deals in July of 2022. One was a German multinational that added to the company's automotive space. The other was a domestic acquisition in China for its medical business. The deal
December 7, 2023
Setting Up The Next Generations
Lisa Ingram, president and CEO of White Castle, on how the 10,000-employee company prepares its family to participate in the business.
December 1, 2023
To Thrive, A Family Business Needs Rules
Jim Jurgielewicz, of Joe Jurgielewicz & Son Ltd., on the rough couple years the business experienced and how the rules the family set help them keep it together.
September 29, 2023
Transparency Is Needed When Selling A Family Business
Multigenerational family businesses, says Richard J. Wolkowitz, CEO and Family Advisor at Xylogenesis | Family Office Advisory, are tough. The family working in the business may have a different
September 14, 2023
Candid Reasons Not To Pass Your Business To The Next Generation
How — and why — Thomas J. Young sold Arrowhead Systems, a business he had no intention of selling.
August 10, 2023
Anthony Manna On Growing His Family Business
Anthony Manna on lessons learned for establishing a family-owned enterprise that generates value and how he's preparing the company to transition to the next generation.
July 28, 2023
Don't Force Family Into Taking Over The Business
When it comes to making a successful transition within a family business, education and communication are by far the most important factors. Waldron Private Wealth Partner & Chief Investment Officer
June 23, 2023
Transition Options For Family Businesses
There comes a time for family businesses to make a transition. In some cases, the business is passed down to the family's next generation. But when that's not an option, there are other transitions
June 9, 2023
To Enhance Value, Start Early
When it comes to building the right team around a family business to help create value, not every company has the right people in their family tree to do that. That, says Messerli Kramer Attorney and
February 10, 2023
Bill Yoh On Adding Structure To The Family Business
Day & Zimmerman Co-Owner Bill Yoh on how to have the tough conversations necessary to have a thriving family business for generations.
January 27, 2023
Tough Decisions In Family-Led Businesses
Herschend Family Entertainment started in 1960 in Branson, Missouri by Jacob Herschend's grandparents. They leased a cave and made it available for tours. As it increased in popularity, they built
September 15, 2022
Finding alignment in a family business
AchieveNEXT's Christin Cardone McClave, and UBS’s Bianca Benedetti-Fang and Julie Fox on how McClave’s family managed through being business partners over the years, why they ultimately decided a full sale was a path they wanted to pursue, and how they have adjusted back to being a family, after the transaction.
September 9, 2022
Family Business Succession is a Slow, Steady Process
The L’Herbier family was at a crossroads six years ago. The owners of Air Duct Maintenance, Kevin and Debbie L’Herbier, were looking to retire and had to decide what to do with the company they started back in 1996. They approached their children, Dan and Lauren L’Herbier, to see if they had interest in taking over leadership. After a brief period, the siblings decided to begin the succession process. It didn’t go as quickly as everyone had hoped, however.
August 5, 2022
Transition strategies within family businesses
Jergens Inc.'s Jack Schron, Ahola Payroll & HR Solutions' Jeff Ahola, Peoples Services Inc.'s Darin Haines, The Reserves Network's Neil Stallard and UBS's William Murphy on the tough conversations and lessons learned from transitions in a family business.
July 22, 2022
How Relationships Brought Abatemaster and Plumb Line Capital Together
Plumb Line Capital's Matt Lindberg and Abatemaster's Jeff Chilton on the acquisition, growing a former family-operated business, and how relationships have played a role in every aspect of the deal.
July 6, 2022
Reasons to be excited, cautious, when launching a business with family
Geneoscopy's Andrew Barnell on launching Geneoscopy, structuring the business and working with family.
June 29, 2022
Liquidity Lessons From Selling a Fourth-Generation Family Business
Lewisburg Printing Company's Kirk Kelso, Troutman Pepper's Daniel McDonough, and BNY Mellon's Bryan McGrath and Marty Babitz on the preparation and exit phases of a well-structured transaction.
June 22, 2022
The importance of multiple plans
Capital Plus' Renee Tyack, Roetzel & Andress' Erika Haupt, Matesich Distributing Co.'s Sarah Schwab and AB Bernstein's Kara Lewis on how they navigated the most difficult questions regarding what to do with the family business.
May 11, 2022
Determining the future of a family business
Robison Energy's Daniel Singer, along with Arent Fox's David Barbash, Hubbard-Hall's Molly Kellogg, R. Klein Consulting's Ruben Klein, and BankProv's Brent Mathews on determining the future of a family business.
May 6, 2022
Family Values Play Role in Acquisition
When A.O. Smith bought Canada's Giant Factories in the middle of the pandemic, it was the end of a decade-long process.
January 27, 2022
What To Do With The Family Business
HBM Holdings' Mike DeCola, along with Clayton Capital Partners' Kevin Short and First Bank Center for Family-Owned Businesses' Joe Ambrose discuss options for family businesses, look at the macroeconomic factors that are influencing owners' decisions to sell or stay put, and explore case studies from those who have developed successful solutions.
January 14, 2022
Preparedness leads to best outcome when selling a family business
JAWOOD Founder Lynn Mustazza, along with PNC Bank's Jacob Taylor, PNC Wealth Management's Daniel Hoops and UHY Corporate Finance's Dan Sporka talk about plotting the future of a family business.
November 17, 2021
Estate planning tips for family business owners
Wholesale Supplies Plus Founder and Retired CEO Deb May along with Capital Anesthesia Solutions’ Chris Copley and UBS’ William Murphy talk about family businesses, estate planning pre- and post-liquidity event, as well as how to pick the right estate planning adviser.
October 20, 2021
Learning the ropes: acquisitions in a family business
Taylor Burke-Gilman and Lauren Burke-Devere on how they got involved in the family business, their transition into leadership, and what they’ve learned so far about acquisitions.
October 8, 2021
How family alignment helped Monticeto Medical Real Estate reach its BHAG
Monticeto Medical Real Estate CEO Chip Conk, along with Bass, Berry & Sims’ Frank Pellegrino and EY's Bobby Stover explore dealmaking, growth and communication within a family business.
February 12, 2021
Truck Centers’ John Hopkins on moving the family business forward
While he expects to participate as an acquirer, Truck Centers’ John Hopkins is structuring the family business so that selling remains the furthest thing from the family's mind.
September 18, 2020
Deb May on letting go of her family business, Wholesale Supplies Plus
Deb May, founder and now-retired owner of Wholesale Supplies Plus, sold her business last year and stepped away from the company. She talks about her preparation and the difficulty of letting go.
October 10, 2019
Ted Lentz talks transaction preparedness when selling Lentz Milling
Ted Lentz, now CFO and Chief Analytics Officer at JM Swank, reveals the steps he took to prepare his family’s business, Lentz Milling, for the auction block.
September 6, 2019
Dawn Fuchs Coleman On Selling The Family Business
Former Weavertown Environment Group CEO Dawn Fuchs Coleman talks about selling the family business and her journey from executive to coach and investor.
June 19, 2019
Non-control Capital Offers Liquidity Option For Family-Held Companies
Many family-held businesses don't realize there are minority investors out there, says Nicholas Stone, managing director at Cyprium Partners.
November 9, 2018
Choosing a strategic buyer pays off for Walsh Equipment family
It was bittersweet for Charles Walsh to no longer see his family’s name on their construction equipment dealership. But by all accounts, the sale to Stephenson Equipment Inc. in 2017 has been a success.
