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Fiscal Responsibility

“The highest legal relationship is as a fiduciary – someone entrusted to look after another’s financial best interest” – James Olan Hutcheson

Family businesses are often established on the “know-how” of the entrepreneurial founder. The financial acumen propelling the business is acquired over years of eating, sleeping, and breathing their business. Often they can “smell” how their business is doing simply by walking the shop floor. The methods of developing financial acumen in successive generations often isn’t the same. They will never have the same “founders experience” and are often thrust into high levels of responsibility. Leaders in successive generations must learn to make data-driven decisions through a host of other tools like financial reports, financial review meetings, and the counsel of advisors.

Financial growth in a family enterprise is required. All businesses must grow to keep up with inflation and taxes. A family business must grow to keep up with the growing demands of a growing family and its needs. Considering how best to restructure ownership, manage estate tax and maintain sufficient capital are all critical to long-term generational success.

Growth requires capital that may not be available through operations. Maybe a shareholder wants to sell, maybe a potential buyer has approached you; maybe you need money to fund a new initiative – whatever the reason, getting the capital structure right is one of the hallmarks of successful leadership.

REGENERATION works with owners to help sort through all the issues and consequences of fiscal responsibility in a family enterprise. We make clear and solid financial recommendations based on experience. We never enter a consulting assignment with the idea that your business should be sold. We work with owners and dig deep to understand all the objectives of the family related to their financial success. We are here to provide you with a truly independent perspective and voice.

Do you need help with fiscal responsibility in your family business?

    Our Recent Blog Posts on “Fiscal Responsibility”

    December 22, 2016 in Finance & Wealth Management

    Super-Voting Stock Gives Control, But At A Cost

    It is a truism that the one who has the gold makes the rules. But when it comes to many businesses, the one who has the super-voting shares makes the…
    Read More
    May 16, 2016 in Finance & Wealth Management, Succession Planning

    When To Seek Help For Your Family Business

    No family business is an island. Every family firm requires outside assistance from time to time, even if it is nothing more than help preparing a tax return or selecting…
    Read More
    February 26, 2015 in Conflict Management, Finance & Wealth Management

    Divorce & The Family Business

    Not everybody gets the chance to turn down a $975 million check in their lifetime. But that’s exactly what Sue Ann Arnall did back in January. Working through a very…
    Read More

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    Mailing Address

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    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