With the speed of business moving faster than ever, who in your business is minding the future? What can you do TODAY to plan for the future of your family…
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In addition, private closely-held companies have enjoyed a period of sustained prosperity since the 1980s. A generally favorable economy, combined with declining interest rates, has enabled hundreds of thousands of…
It’s derisively called the death tax, the vulture tax, the survivor’s tax, the exit tax, or the departure tax. But the federal estate tax is no laughing matter. For many…
In December, 1998, a survey of family business owners was conducted by ReGENERATION Partners. Our purpose? To identify and address the most timely and significant issues family businesses are facing…
When Bob Steadman started his manufacturing business 22 years ago, he had never heard of mission statements. However, from the beginning he operated his company with a few simple guiding…
Many family business owners believe their privately-owned company cannot act as a public company because of too many restrictions, things like special accounting and valuation rules, family trusts, dividends to…
Incurring debt is among the foremost of issues to owners of family businesses. Most business owners either already have debt or will acquire some in the near future. Ben Franklin…
Picture your business as a three-leg stool with operations, marketing, and finance as the supporting legs. Now, picture yourself sitting atop that stool. If the legs are the same length,...
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The stock market wasn’t the only thing that crashed on “Black Monday,” October 19, 1987. The Phillips siblings (real case, fake name) remember the day all too well. On this…
It had been a fine Swiss watch, an early automatic from the 50s in 14K gold. It was proudly worn by my father, its dial showing that he was a…
Mailing Address
4447 N Central Expy, 110-317
Dallas, TX 75205
Working From
Telluride
127 Double Eagle Drive
Telluride, CO 81435
San Diego
6119 La Granada, Suite C
Rancho Santa Fe, CA 92067
Scottsdale
34522 N Scottsdale Rd.
Scottsdale, AZ 85266
San Antonio
11823 Mill Rock Road
San Antonio, TX 78230
Mailing Address
4447 N Central Expy, 110-317
Dallas, TX 75205
Headquarters
3811 Turtle Creek Blvd, #1830
Dallas, TX 75219
(214) 559-3999
Working From
Telluride
127 Double Eagle Drive
Telluride, CO 81435
San Diego
6119 La Granada, Suite C
Rancho Santa Fe, CA 92067
Scottsdale
34522 N Scottsdale Rd.
Scottsdale, AZ 85266
San Antonio
11823 Mill Rock Road
San Antonio, TX 78230