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  • Private Banking
  • ""
    • 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.
  • 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 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.
  • ""
    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 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.
  • 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.
  • 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.
  • 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.
  • March 30, 2022
    • Private Banking
    In this issue of Owner to Owner, we examine succession planning from several angles. Our Center for Family Business looks at the requirements of the founder or CEO both during and after transition, next generation family members as well as boards of directors, and also explores options in a situation where traditional ownership succession may not be the best path forward.
  • ""
    • 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.
  • ""
    • 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.
  • Travis Boersma, Ward and Nico Landrigan, Victoria Mars, and Keith Campbell
    March 30, 2022
    • Private Banking
    Throughout the first quarter 2022 issue of Owner to Owner, we brought you stories of succession from real businesses. Here they are.
  • ""
    • 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.
  • ""
    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 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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