Transferring a Family Business to the Next Generation

Family trees get tricky when business ownership and family wealth is shifting from branch to branch. When a family business needed help onboarding its fourth generation, we had to engineer the cashflow financials to benefit all parties. The older outgoing generation needed steady cash for retirement, without putting excess financial strain on the younger incoming generation.

“Having a non-family mediator in the room during family business conversations helps us sharpen our ideas, make clear decisions, and keep moving forward.”

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