Owner to Owner Q1 2022

March 30, 2022
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.

Thriving After Change: The Journey to Business Transition for a Presiding Owner

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 transition.

Changing of the Guard: Collaborating with the Next Generation

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.

The Role of Your Board of Directors in Succession Planning

Many family businesses rely on their boards of directors to help them during succession planning. Here, we share our top considerations as it relates to boards of directors and their involvement in the process.

Does the Business Have to Stay in the Family? Steps to Take When Ownership Succession Isn’t an Option

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.

Owner to Owner: Real Stories of Succession

Throughout the first quarter 2022 issue of Owner to Owner, we brought you stories of succession from real businesses. Here they are.
Owner to Owner Q2 2021
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Owner to Owner Q2 2021

Owner to Owner examines issues around growth, liquidity and control in private business ownership, speaks with a 110-year-old family business and examines lessons for the intersection of business, personal values and philanthropy.

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