Managing Director Mike McGrann explores the unique competitive advantages (and constraints) of family businesses and how they can be utilized to better compete in the marketplace.

In “Five Questions,” we sit down with Shari Cassidy, founder of Westside Children’s Therapy, to discuss the valuable lessons she learned from starting and scaling a thriving, family-centered pediatric therapy practice.

Our third annual Private Business Owner Survey revealed that when it comes to business ownership, plans for the future are front of mind. This infographic takes a closer look at how owners are thinking about planning for their estates, succession, and legacies.

In this issue of Women & Wealth Magazine, we speak with Dartmouth College President Dr. Sian Beilock on the secrets behind performing under pressure and take a closer look at what the results of our third annual Private Business Owner Survey reveal about planning for the future. We also discuss navigating the unique competitive advantages of a family business, how to make the most of annual board meetings, and speak with Shari Cassidy, founder of Westside Children’s Therapy, on what it takes to run a private practice.

Dr. Sian Beilock, the first woman president of Dartmouth College and a leading expert in performance psychology, discusses performance under pressure and insights from her studies and work within that field.

For private foundations, the annual board meeting is an opportunity to pause, reflect, and make thoughtful decisions about the year ahead. Head of Philanthropic Advisory Drew Rabe provides an overview of what matters most when planning and leading an effective annual board meeting.

Different dividend policies send different signals, which is why shareholder communication is critical. Here, we examine the different ways business owners are thinking through their approach – and what each says to shareholders

Michael Conti, Jack Goryl, and Christy 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.

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.

In this issue of Owner to Owner, we review the current business environment, discuss different ways business owners approach dividend policies, share tips for smooth collaboration between generations during the succession process, and dive into key findings from our recent Private Business Owner Survey.