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.

In this issue of Owner to Owner, we review the business environment entering 2026, revisit the five Cs of credit, and learn about Tom Ripley’s journey from the Marine Corps to CEO of Ames Watson. We also discuss how U.S. history offers valuable lessons for today with author and historian Jon Meacham and explore how to attract and retain senior-level executives in a closely held business.

Partner Lewis Hart sits down with Tom Ripley, CEO of Ames Watson and former infantry and special operations officer in the Marine Corps, to discuss how his military experience shaped his approach to leadership, mission, and responsibility in the business world.

In this issue of InvestorView, we discuss the implications of regionalization on the global economy and take stock of the economy, markets, and investments as we enter the new year. We also highlight five trends in fixed income we’ll be watching in 2026 and review how investors and founders can take advantage of the qualified small business stock benefits.

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 tax dollars can be saved – and with proper planning, potentially even more.

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.

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.