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  • Private Banking
  • ""
    • Private Banking
    The decision to pursue an outside exit strategy, as opposed to a traditional family ownership succession path, is a difficult one. We lay out several steps that owners who are grappling with this issue can take as they seek to determine the best strategy for themselves, the family and the business.
  • ""
    April 02, 2024
    • Private Banking
    Setting up a proper buy-sell agreement is key to mitigating conflict when a stakeholder wants to leave the family business.
    • Private Banking
    In this edition of The Fresh Take, we look to provide some helpful information to guide you in affording, protecting, and investing in your first or even tenth piece of real estate.
  • Young man and woman holding boxes and moving in new house.
    • Private Banking
    Buying your first home can be an exciting, but overwhelming, journey. Senior Relationship Associate Sean Kennedy and Associate Maddy Pellow cover the essentials of what to know before you buy.
  • ""
    • Private Banking
    In this Next Gen Spotlight, Relationship Manager Myles Christian sits down with J.B. Andreassi, co-principal of Andreassi Development, rising real estate star, and reality TV personality, to discuss his journey from real estate to TV, working for the family business, and how he balances it all.
  • Owner to Owner Spring Issue 2024
    March 07, 2024
    • Private Banking
    In this issue of Owner to Owner, we look at the business environment so far in 2024, explore how to cultivate innovation and motivation in family and privately-owned businesses, discuss the benefits of creating a family constitution, and give an update on the Corporate Transparency Act.
  • March 07, 2024
    • Private Banking
    Michael Conti, Jeff Miller, Neriah Ray-Saunders, Jack Goryl and Christine Hourihan provide an overview of the business environment on three fronts: the overall economy, the credit markets, and the private equity and mergers and acquisitions markets.
  • March 07, 2024
    • Private Banking
    Keeping innovation and entrepreneurship front of mind is key to both maintaining and growing the family business as it moves into the future and, eventually, into a new generation’s hands. Executive Director of the BBH Center for Family Business Ben Persofsky discusses how business owners can shift their mindset toward innovation in order to sustain entrepreneurship for generations.
  • March 07, 2024
    • Private Banking
    Senior Wealth Planner Ross Bruch looks at the science behind how business owners can pass down motivation and determination to younger generations.
  • Owner to Owner Fall Issue 2023
    October 25, 2023
    • Private Banking
    In this issue of Owner to Owner, we explore strategies for successful communication in a private business, examine factors that come into consideration when debating whether now is time to sell the family business, and review key findings from our inaugural Private Business Owner Survey.
  • Virtual upward arrows hologram on modern architecture background.
    October 25, 2023
    • Private Banking
    Michael Conti, Grant Smith, and Christine Hourihan provide an overview of the business environment on three fronts: the overall economy, the credit markets, and the private equity and mergers and acquisitions markets.
  • Business consulting website page or banner design template with two talking businessman with discussion message bubbles in minimalistic vintage style. Concept of teamwork. Vector illustration
    October 25, 2023
    • Private Banking
    Executive Director of the BBH Center for Family Business Ben Persofsky discusses four strategies for improving communication in a private or family-owned business.
  • Illustration of man changing direction, surreal abstract choice concept
    • Private Banking
    John Secor, Kyle Gordon, and Carson Christus from our Corporate Advisory team discuss family and business factors that come into consideration when debating whether now is the time to sell the family business.
  • ""
    • Private Banking
    A leader’s openness to exploring a future for themselves represents a crucial turning point in beginning the transition journey. We lay out several steps owners can take to begin on the path of a successful business transition.
  • ""
    • Private Banking
    BBH Partner Kathryn George, Head of the Center for Family Business Ben Persofsky, and Senior Wealth Planner Ali Hutchinson explore the various roles of a family business’s board of directors in succession planning.
  • ""
    August 28, 2023
    • Private Banking
    John Secor and Kyle Gordon discuss a key issue faced by family businesses: the difficulty of managing capital and liquidity demands. They zero in on a critical factor of finding the right balance – patient capital – and provide advice on how family businesses can achieve this important objective.
  • Your business is not your story: a conversation with Murray Nossel, Co-founder of Narativ
    August 16, 2023
    • Private Banking
    In this issue of Owner to Owner, we speak with Murray Nossel, co-founder of Narativ, on the value of creating a legacy story, review the potential effects of the Inflation Reduction Act on private business owners, and outline how to establish a dividend policy for the family business.
  • ""
    • Private Banking
    Michael Conti, Jeff Miller, Neriah Ray-Saunders, and Christine Hourihan provide an overview of the business environment on three fronts: the overall economy, the credit markets, and the private equity and mergers and acquisitions markets.
  • Murray Nossel
    • Private Banking
    In this issue’s feature interview, we speak with Narativ Co-Founder Murray Nossel about his passion for storytelling, why it’s so important that people – especially business owners – record their stories, and how they can negotiate their legacies.
  • ""
    August 16, 2023
    • Private Banking
    Lewis Hart, our head of corporate banking, reviews the potential effects of the Inflation Reduction Act tax credits and more on private business owners.
  • ""
    • Private Banking
    John Secor, Kyle Gordon, and Carson Christus of our Corporate Advisory team outline five options for family business owners that are committed to formalizing a dividend policy.
  • ""
    August 02, 2023
    • Private Banking
    In the feature article of this issue of Women & Wealth Magazine, we sit down with three innovators in women’s health – Dr. Connie Lehman of Clairity; Heather Monroe, LCSW, of Monroe Wellness; and Dr. Katherine Saunders of Intellihealth – to discuss how they are working to change paradigms in their areas of expertise, why preventative medicine is so important, and how the industry is shifting toward more personalized methods of treatment.
  • ""
    July 25, 2023
    • Private Banking
    BBH Principal Adrienne Penta looks at insights gathered from our inaugural Private Business Owner Survey, focusing in on the attitudes of private business owners toward economic uncertainty and investing.
  • Jill Koziol
    June 26, 2023
    • Private Banking
    In our Summer Next Gen Spotlight, Senior Relationship Associate Hailey Hoyos sits down with Jill Koziol, co-founder and CEO of Motherly, to discuss why she started the platform, how she navigates growth, and where she sees the company and herself in the next five years.
  • Brown Brothers Harriman Private Business Owner Survey 2023
    May 15, 2023
    • Private Banking
    BBH presents its 2023 Private Business Owner Survey, which was conducted to see how owners are addressing current economic conditions, future succession planning, and family communication dynamics. Read the results.
  • ""
    May 10, 2023
    • Private Banking
    Managing Director Brett Sovine discusses section 6166 of the Internal Revenue Code, which in certain situations permits the executor of an estate to defer federal estate tax on a closely held business following an owner’s death.
  • ""
    May 09, 2023
    • Private Banking
    The tax benefits for investing in or founding certain startup businesses can be incredible. Not all investors or founders can take advantage of these benefits, but for those who can, millions of dollars of tax can be saved – and with proper planning, potentially even more.
  • ""
    April 27, 2023
    • Private Banking
    In this issue’s feature article, we highlight an inspiring group of women business owners and leaders and share their insights as they anticipate the opportunities and challenges of 2023.
  • ""
    April 27, 2023
    • Private Banking
    In this issue’s infographic, we look at the state of women business owners and the next generation of women entrepreneurs – why they are starting businesses and how they are doing.
  • Christina Pardy
    April 27, 2023
    • Private Banking
    In “Five Questions,” we speak with Christina Pardy, founder of Sh*t That I Knit, about what led her to start the company, what it takes to be competitive in the sustainable clothing space, and how she navigates challenges.
  • ""
    April 26, 2023
    • Private Banking
    Travis Dunn provides an overview of family business advisory boards and discusses their benefits, composition, and steps for getting started.
  • ""
    April 25, 2023
    • Private Banking
    Alison Hutchinson and Melineh Ounanian discuss the fundamentals an individual must follow in order to be a good trustee when the trust owns business interests.
  • ""
    April 12, 2023
    • Private Banking
    BBH Senior Advisor Ellen Perry discusses the complexities surrounding a liquidity event and covers ways to make the transition more successful.
  • ""
    April 06, 2023
    • Private Banking
    Drew Lichter, vice president of corporate strategy and development at Mobius Risk Group, discusses the advantages of using financial instruments and market strategies to hedge against commodity price risk.
  • ""
    March 30, 2023
    • Private Banking
    In light of recent headlines, Head of Corporate Advisory John Secor looks at cash management options for private business owners.
  • Owning the supply chain to deliver the highest-quality products- a conversation with Dan Phipps, CEO of Red River Foods.
    March 29, 2023
    • Private Banking
    In this issue of Owner to Owner, we speak with the CEO of Red River Foods about owning the supply chain, assess pathways to joining (or not joining) the family business, and look at research on how wealth might influence happiness.
  • ""
    March 29, 2023
    • Private Banking
    Michael Conti, Neriah Ray-Saunders, and Christine Hourihan provide an overview of the business environment on three fronts: the overall economy, the credit markets, and the private equity and mergers and acquisitions markets.
  • Dan Phipps
    March 29, 2023
    • Private Banking
    In the feature article of this issue of Owner to Owner, we speak with Dan Phipps, CEO of Red River Foods, about how the company has approached global expansion, what it takes to ensure the highest-quality products, and where he feels the most excitement in the food industry.
  • ""
    March 29, 2023
    • Private Banking
    We sit down with Adriano Barilla of Barilla Pasta and Brandon Farmer of CSC Sugar for a look at the process of joining (or not joining) the family business through the lens of the next generation.
  • ""
    March 29, 2023
    • Private Banking
    BBH Senior Wealth Planner Ross Bruch shares insights gleaned from research on how money – and in particular, wealth – might influence happiness.
  • ""
    March 09, 2023
    • Private Banking
    Travis Dunn provides an overview of family business governance, including its definition and purpose, benefits, resource commitment, and steps to begin implementation.
  • ""
    March 07, 2023
    • Private Banking
    BBH Managing Director Lewis Hart shares a three-pronged strategy for effectively managing your business’s liquidity during times of volatility and uncertainty.
  • Ben Persofsky and Adrienne Penta
    • Private Banking
    Adrienne Penta, executive director of the Center for Women & Wealth, and Ben Persofsky, executive director of the Center for Family Business, sit down to explore their insights on how family businesses can be inclusive in developing future leaders.
  • Christina Pardy
    December 15, 2022
    • Private Banking
    In our winter Next Gen Spotlight, Mackenzie Dowling sits down with Christina Pardy, founder and CEO of Sh*t That I Knit, to talk about turning your side hustle into a full-time job and giving back to others all at the same time.
  • Pioneering a family winery: a conversation with Vanessa Wong, Nick Peay, and Andy Peay of Peay Vineyards
    November 15, 2022
    • Private Banking
    In this issue of Owner to Owner, we speak with the team behind Peay Vineyards, share a strategy for managing your business’s liquidity during times of uncertainty, and look at fostering resilience in the workplace.
  • ""
    November 15, 2022
    • Private Banking
    Michael Conti, Neriah Ray-Saunders, and Christine Hourihan provide an overview of the economy, credit markets, and private equity and mergers and acquisitions markets.
  • Ariel view of winery
    November 15, 2022
    • Private Banking
    In the feature article of this issue of Owner to Owner, we sit down with the team behind Peay Vineyards – Vanessa Wong, Nick Peay, and Andy Peay – to discuss what drove their interest in wine, how they approach winegrowing and winemaking, and how they differentiate themselves in a competitive industry.
  • ""
    November 15, 2022
    • Private Banking
    BBH Senior Wealth Planner Ross Bruch explores the two ways businesses and other organizations can create a resilient staff: growing resilience within an organization’s existing workforce and hiring candidates that demonstrate resilient character traits.
  • ""
    November 01, 2022
    • Private Banking
    Senior Wealth Planner Ross Bruch examines the role buy-sell agreements can play in helping family businesses plan for intrafamily succession.
  • ""
    • Private Banking
    Adrienne Penta, executive director of the Center for Women & Wealth, and Ben Persofsky, executive director of the Center for Family Business, share insights gleaned from recent BBH research on how family businesses can be inclusive in developing future leaders.
  • ""
    October 24, 2022
    • Private Banking
    In this issue’s “By the Numbers,” we look at the significant impact of family-owned businesses in the world and their communities, as well as how they are measuring up on diversity and inclusion.
  • ""
    October 24, 2022
    • Private Banking
    Brigid Schulte, best-selling author and director at the Better Life Lab at New America, shares a data-driven toolkit for managers and leaders as we all navigate an uncharted new era of work.
  • Meghan Juday
    October 24, 2022
    • Private Banking
    In “Five Questions,” we speak with Meghan Juday, chairman of IDEAL Industries, about leading the board as a fourth-generation family member, how she hopes to help other women succeed in similar roles and what she sees as the most important leadership quality.
  • Michael Russell Jr
    September 29, 2022
    • Private Banking
    In our fall Next Gen Spotlight, Mackenzie Dowling sits down with Michael Russell Jr. to talk about growing up in a family business and forging your own path.
  • ""
    August 09, 2022
    • Private Banking
    Senior Wealth Planner Kerri Mast discusses qualitative matters related to business succession, focusing on the importance of family values.
  • A balancing act: transferring shares in a private business to the next generation
    August 01, 2022
    • Private Banking
    In this issue of Owner to Owner, we look at considerations when transferring private business shares to the next generation, discuss what business owners should be thinking about in this inflationary economy, examine QSBS elections and provide an overview of industrial revenue bonds.
  • ""
    August 01, 2022
    • Private Banking
    We provide an overview of the economy, credit markets, and private equity and mergers and acquisitions markets.
  • ""
    • Private Banking
    Ali Hutchinson, a BBH senior wealth planner, and Ben Persofsky, the executive director of the BBH Center for Family Business, discuss the different methods for transferring shares in a private business to the next generation and cover the implications families need to consider from both a corporate and tax angle.
  • ""
    August 01, 2022
    • Private Banking
    Head of Corporate Advisory John Secor looks at challenges business owners are facing in this inflationary economy and discusses how they can navigate this uncertainty.
  • ""
    August 01, 2022
    • Private Banking
    John Wert of our Corporate Advisory & Banking team discusses industrial revenue bonds, a creative tool in the marketplace available to U.S. manufacturing companies for domestic capital expenditures.
  • ""
    June 30, 2022
    • Private Banking
    Senior Wealth Planner Kerri Mast discusses effective board governance during complex and uncertain times.
  • ""
    May 24, 2022
    • Private Banking
    Relationship Manager Reed Smith and Retirement and Trust Associate Matthew Senger break down the differences in setup, administration and contribution limits among three retirement strategies for small-business owners and the self-employed: the SIMPLE IRA, the Solo 401(k) and the SEP IRA.
  • ""
    May 01, 2022
    • Private Banking
    During a crisis, effective communication is critical for business leaders. We provide our top 10 tips for communicating with key stakeholders during a crisis.
  • ""
    • Private Banking
    Engaging and preparing the next generation in the succession planning process can be daunting. We share several components that can help the process run smoothly.
  • Suzanne Brenner and Justin Reed
    December 03, 2021
    • Private Banking
    Adrienne Penta, Executive Director of the Center for Women & Wealth, sat down with Suzanne Brenner, BBH Partner and Chief Investment Officer, and Justin Reed, Deputy Chief Investment Officer, for a candid and insightful conversation on creating a diverse team with an inclusive culture. They explore how and why that may lead to better outcomes for our clients.
  • Danielle Duboise and Whitney Tingle
    July 13, 2021
    • Private Banking
    We speak with Danielle Duboise and Whitney Tingle, co-founders and co-CEOs of Sakara Life, who started the company with $700. Now, Sakara Life has delivered millions of organic plant-based meals nationwide, enabling customers to transform their lives through the power of food as medicine.
  • ""
    • Private Banking
    Growth, liquidity and control are all interests core to private business owners, but they don’t always align. In the feature article of this issue, we speak with Rob Lachenauer, Managing Partner of BanyanGlobal, and Ben Persofsky, Executive Director of the BBH Center for Family Business, about the complications that arise around these strategic decisions when there are multiple owners with different priorities and how private business owners can best manage these competing interests.
  • Victoria Mars
    June 02, 2021
    • Private Banking
    We sit down with Victoria Mars, former chairman and first corporate ombudsman of Mars, to discuss running a successful family business for 110 years, engaging family members after five generations and leveraging values and principles to maintain focus.
  • ""
    June 02, 2021
    • Private Banking
    We examine the story of Madam C.J. Walker, America’s first female self-made millionaire and a Black woman, which offers some useful lessons for the intersection of business, personal values and philanthropy.
  • Shelly Wilson
    April 28, 2021
    • Private Banking
    In our feature article, we speak with Chime Solutions Co-Founder and COO Shelly Wilson about the company’s mission and vision, the impact the business is having in the communities in which it operates and what’s next following tremendous momentum over the past year.
  • ""
    April 28, 2021
    • Private Banking
    In our “By the Numbers” infographic, we look at sustainability and social responsibility, examining the benefits of investing time and resources into these areas, as well as rising demand and trends.
  • ""
    April 28, 2021
    • Private Banking
    These inspiring women have demonstrated their power as models of female leadership and innovative entrepreneurs and are having outsized impact in their fields.
  • Victoria Mars
    January 25, 2021
    • Private Banking
    We speak with Victoria Mars, the former chairman of Mars, about her career in the family business, how we can better navigate our personal and professional lives (hint: it’s all about life stages), and Mars’ focus on sustainability.
  • ""
    December 02, 2020
    • Private Banking
    For the feature article of this issue, we brought together a group of CEOs in our ecosystem to discuss how they led their businesses throughout the year.
  • ""
    December 02, 2020
    • Private Banking
    BBH Partner Kathryn George speaks with Dr. Kerry Sulkowicz about the emotional challenges that leaders face when their organization is in crisis.
  • ""
    December 02, 2020
    • Private Banking
    Senior Wealth Planner Kerri Mast looks at considerations for private business owners with private foundations.
  • ""
    July 15, 2020
    • Private Banking
    Here, we discuss decision-making about social interactions during COVID-19 as restrictions are loosened and individuals have very clear differences in personal risk tolerances.
  • Jon Rennert
    July 15, 2020
    • Private Banking
    In the feature article of this issue of Owner to Owner, Jon Rennert, CEO of ZOLL Medical, shares how ZOLL was able to quickly ramp up ventilator production to help fight COVID-19, what the future of the office may look like and leadership through crisis.
  • 20 women to watch in 2020
    May 26, 2020
    • Private Banking
    We feature 20 inspiring women and share how 2020 is set to be a pivotal year in their professional journeys. We also spotlight a few examples of their extraordinary work in response to the current global pandemic.
  • Tyler and Rebecca Morse and family
    January 23, 2020
    • Private Banking
    In the feature article of this issue of Owner to Owner, we sit down with Tyler Morse, founder and CEO of MCR Hotels, and his wife and creative partner, Rebecca Morse, to discuss developing the TWA Hotel, scaling the business and working with your spouse.
  • ""
    January 23, 2020
    • Private Banking
    Travis Dunn discusses creating governance structures in family businesses with first and second generation ownership and why even companies with relatively few shareholders can benefit from doing so.
  • Tiffani Faison
    January 09, 2020
    • Private Banking
    Chef Tiffani Faison shares her journey from table busser to the first season of Top Chef to owner of four wildly-popular Boston-based restaurants.
  • Ann Smead
    November 21, 2019
    • Private Banking
    We sit down with philanthropist Ann Smead to discuss her work at the University of Colorado Boulder, the importance of measuring outcomes and her advice for today’s philanthropists.
  • Kelley Earndhardt Miller, Co-Owner of JR Motorsports
    August 06, 2019
    • Private Banking
    In our feature article, we sit down with Kelley Earnhardt Miller, co-owner of JR Motorsports, to discuss how NASCAR started with local families and evolved into a sport dominated by family businesses. She spoke to us about her views on succession, legacy and the role of women in racing.
  • ""
    August 06, 2019
    • Private Banking
    On June 5, 2019, Babson College’s Center for Women’s Entrepreneurial Leadership convened more than 250 investors, accelerators, policymakers, researchers, founders and other disrupters dedicated to changing the landscape of financing women entrepreneurs. We report on some key takeaways from the day.
  • Kerry Sulkowicz, M.D., Founder of the Boswell Group
    June 21, 2019
    • Private Banking
    In the feature article of this issue of Owner to Owner, we sit down with Kerry Sulkowicz, M.D., the founder of the Boswell Group, to discuss the challenges leaders face, the complexities of leadership in private and family businesses and the common qualities he has seen in the best leaders.
  • Michael Preston
    June 21, 2019
    • Private Banking
    We sit down with Michael Preston, an adjunct professor at Columbia Business School and the co-director of its Family Business Program, to hear insights and advice gleaned from teaching the next generation of family business owners for more than two decades.
  • ""
    June 21, 2019
    • Private Banking
    Wealth Planner Nicole Jackson Leslie provides an overview of key estate plan personnel and criteria to keep in mind when filling these roles.
  • Jodi Berg
    April 09, 2019
    • Private Banking
    In our feature article, we sit down with Jodi Berg, the president and CEO of Vitamix, to discuss how a relentless focus on purpose has made Vitamix a thriving fourth-generation family business. Berg also talks about why working outside Vitamix was essential and how the business is raising the next generation of family business leaders to be successful.
  • 19 women to watch in 2019
    April 09, 2019
    • Private Banking
    Women & Wealth Magazine features 19 women to watch. These inspiring women have demonstrated their power as models of female leadership and innovative entrepreneurs.
  • ""
    April 09, 2019
    • Private Banking
    Christine Moriarty, founder of MoneyPeace Inc., discusses the importance of sustaining your business, building an exit strategy, knowing your values and understanding the impact of a sale on family when considering the sale of a company.
  • ""
    April 09, 2019
    • Private Banking
    In this issue’s “By the Numbers” infographic, we look at the state of family businesses and the increasing number of women who are leading their family businesses into the next generation.
  • Deborah Theobald
    April 09, 2019
    • Private Banking
    In “Five Questions,” Deborah Theobald, CEO and co-founder of Vecna Technologies, a Cambridge-based technology company, discusses the benefits of working with family, her company’s focus on impact and her belief in “using technology to improve the lives of those we touch.”
  • Ward and Nico Landrigan
    March 28, 2019
    • Private Banking
    In the feature article of this issue of Owner to Owner, we sit down with Ward and Nico Landrigan, the father-son duo behind fine jewelry lines Verdura and Belperron, to discuss Ward’s acquisitions of the two brands, Nico’s decision to join the family business and their approach to handling communication.
  • Tim Belk, Molly Belk, and Katherine Belk
    November 28, 2018
    • Private Banking
    In the feature article of this issue of Owner to Owner, we sit down with Tim Belk, former CEO of the Belk department store chain, to discuss what running a family business entails, the process of selling his family’s 127-year-old company and why organic farming is one of his post-Belk ventures.
  • Judy Smith
    • Private Banking
    In our feature article, we sit down with Judy Smith, the founder of Smith & Company and the inspiration for the ABC television show “Scandal,” to discuss her perspectives on the importance of honest advice in the face of crisis, the role preparation plays in a company’s ability to control the narrative, the freedom of running her own business and her vision for the future of Smith & Company.
  • ""
    • Private Banking
    Benjamin Persofsky, John Secor and Brett Sovine address the different types of recapitalizations and what to consider when evaluating one. In addition, they zero in on shareholder reorganizations, a common form of recapitalization for families seeking to maintain control of the company during a capital event.
  • John and Sue Leone
    May 30, 2018
    • Private Banking
    In the feature article of this issue of Owner to Owner, we sit down with father-daughter duo John and Sue Leone of Bonney Forge to discuss how the company evolved into a family business, what it is like to work with family members and how they have approached succession planning.
  • ""
    May 30, 2018
    • Private Banking
    We speak with Ellen Perry, a Senior Advisor to BBH, to discuss the complexities around decision-making in a family business, how families can overcome decision blockers and the tools families can use to foster better decision-making.
  • Dutch Bros Coffee Warehouse
    March 20, 2018
    • Private Banking
    In the feature article of this issue of Owner to Owner, we sit down with Travis Boersma, the founder and CEO of Dutch Bros Coffee, to discuss growing and scaling the business, the importance of people, values and culture and why he’s in the relationship business, not the coffee business.
  • Bill Tyree
    March 20, 2018
    • Private Banking
    As BBH kicks off its bicentennial anniversary, we speak with Managing Partner Bill Tyree about critical turning points at the firm, the company’s culture and values and the importance of speaking up.
  • Keith Campbell, Chairman of Mannington Mills
    May 23, 2017
    • Private Banking
    In the feature interview of this issue of Owner to Owner, BBH sits down with Keith Campbell, chairman of family-owned business Mannington Mills. We discuss the company’s approach to succession planning, hiring non-family executives, the importance of having stated values and a mission and the benefits of a family council.
  • ""
    November 22, 2016
    • Private Banking
    John Secor and Kyle Gordon examine attracting and retaining professional executives in a closely held business. They discuss both the “softer” areas of focus that lead to success in hiring and retaining executives, as well as short- and long-term compensation structures.
  • ""
    May 28, 2016
    • Private Banking
    Wealth Planner Karin Prangley discusses the benefits of and process for private business owners attaining official certifications as Minority Business Enterprises (MBE) or Women Business Enterprises (WBE).
  • ""
    May 27, 2016
    • Private Banking
    Head of Corporate Advisory John Secor discusses the importance of proper capital allocation for private company business owners and breaks down how to develop the framework for making such decisions.
  • ""
    December 02, 2015
    • Private Banking
    Head of Corporate Advisory John Secor discusses the factors that can help business owners maximize value in a sale, emphasizing the importance of taking a long-term approach to building value in a business far in advance.

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You are required to read the following important information, which, in conjunction with the Terms and Conditions, governs your use of this website. Your use of this website and its contents constitute your acceptance of this information and those Terms and Conditions. If you do not agree with this information and the Terms and Conditions, you should immediately cease use of this website. The contents of this website have not been prepared for the benefit of investors outside of the United States. This website is not intended as a solicitation of the purchase or sale of any security or other financial instrument or any investment management services for any investor who resides in a jurisdiction other than the United States1. As a general matter, Brown Brothers Harriman & Co. and its subsidiaries (“BBH”) is not licensed or registered to solicit prospective investors and offer investment advisory services in jurisdictions outside of the United States. The information on this website is not intended to be distributed to, directed at or used by any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation. Persons in respect of whom such prohibitions apply must not access the website.  Under certain circumstances, BBH may provide services to investors located outside of the United States in accordance with applicable law. The conditions under which such services may be provided will be analyzed on a case-by-case basis by BBH. BBH will only accept investors from such jurisdictions or countries where it has made a determination that such an arrangement or relationship is permissible under the laws of that jurisdiction or country. The existence of this website is not intended to be a substitute for the type of analysis described above and is not intended as a solicitation of or recommendation to any prospective investor, including those located outside of the United States. Certain BBH products or services may not be available in certain jurisdictions. By choosing to access this website from any location other than the United States, you accept full responsibility for compliance with all local laws. The website contains content that has been obtained from sources that BBH believes to be reliable as of the date presented; however, BBH cannot guarantee the accuracy of such content, assure its completeness, or warrant that such information will not be changed. The content contained herein is current as of the date of issuance and is subject to change without notice. The website’s content does not constitute investment advice and should not be used as the basis for any investment decision. There is no guarantee that any investment objectives, expectations, targets described in this website or the  performance or profitability of any investment will be achieved. You understand that investing in securities and other financial instruments involves risks that may affect the value of the securities and may result in losses, including the potential loss of the principal invested, and you assume and are able to bear all such risks.  In no event shall BBH or any other affiliated party be liable for any direct, incidental, special, consequential, indirect, lost profits, loss of business or data, or punitive damages arising out of your use of this website. By clicking accept, you confirm that you accept  to the above Important Information along with Terms and Conditions.

 
1BBH sponsors UCITS Funds registered in Luxembourg, in certain jurisdictions. For information on those funds, please see bbhluxembourgfunds.com


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