Archive for the ‘Business Succession Planning’ Category
Friday, March 15th, 2013
We came across an interesting article on the Accounting Today website: http://www.accountingtoday.com/news/New-Affliction-Post-Traumatic-Gift-Disorder-65739-1.html. In his article, Lance Woodbury has coined a term for a “condition” many of us have probably seen in practice: “post-traumatic gift disorder” (or PTGD).
Mr. Woodbury uses this term to describe the circumstance in which parents (usually family ...
Posted in Business Succession Planning, Estate Planning, Succession Planning | No Comments »
Friday, January 18th, 2013
From time to time, I am asked to prepare, review or comment on structures for estate planning purposes with a mind to valuation issues at the time of the plan and after death (morbid but necessary exercise, nonetheless).
Recently, I was asked to look at a suggested structure for a personal ...
Posted in Business Succession Planning, Estate Administration, Estate Litigation, Estate Planning, Executors, Family Conflict, Investments, Succession Planning | No Comments »
Wednesday, January 2nd, 2013
I have been writing about valuation issues related to succession planning for businesses. There are a number of quantitative and qualitative measures including financial stability, current and future prospects for the business, strength of customer and supplier relationships and succession plans for executives and key staff amongst others which effect ...
Posted in Business Succession Planning, Estate Administration, Estate Planning, Executors, Family Conflict, Succession Planning, Wills | No Comments »
