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Succession Planning
Browsing posts in Succession Planning
The Most Neglected Area of Estate Planning
Friend of the firm, Marvin Blum, Founder and Managing Partner of The Blum Firm, PC, with offices in Fort Worth, Dallas, Austin and Houston, emphasizes the importance of succession planning for business owners. He recommends a first step of bringing together an advisory planning team. K&A’s merger and acquisition specialists bring a practical and unique […]
Selling to Junior: How Private Equity Can Fund Family Succession and Foster Success
The author provides a comprehensive overview of issues related to passing a family business from one generation to another. He also proposes a scenario where private equity is used to facilitate the transition. Keep in mind that most private equity groups require an EBIT-DA greater than $1 million. If your business is smaller than that, […]
