When pop musician David Bowie issued $55 million of ten-year bonds secured by royalties from his first 25 albums, institutional investors snapped them up immediately. Moody's Investor Services gave the…
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The Robert F. Driver Co., Inc. is a portfolio company of the 1818 Mezzanine Fund, L.P., an investment partnership managed by Brown Brothers Harriman & Co. ("BBH"). Since raising its…
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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…
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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…
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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…
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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…
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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…
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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…
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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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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