News: Q&A

Q&A

When it’s time to sell the family business – including to family – keep tax strategy in mind

March 17, 2021

Sell your business – or part of it – to family and avoid taxes. Does it sound like […]

Read More >

Optimize your business’ board: Attend this upcoming Board School

February 17, 2021

Whether your business uses a board of directors, is thinking about starting one or if you serve on […]

Read More >

‘Stop fighting on the way to the funeral home’ with this family business strategy

February 8, 2021

Jolene Brown brings a few nontraditional tools when she meets with family businesses. The veteran professional speaker and […]

Read More >

When business owners retire: Well-known entrepreneurs share strategies to life after role as CEO

January 5, 2021

Creating a plan to transition family business leadership is one thing – executing it is another. What does […]

Read More >

Family business meetings: What to do, what to avoid

December 30, 2020

The end of the year is a great time for taking stock of your business and looking toward […]

Read More >

Family-owned appliance retailer enters next generation during historic year

October 21, 2020

The oldest family-owned business in Watertown has a history of overcoming challenging times. Since 1911, appliance company Dugan […]

Read More >

Virtual winery introduction at J. Lohr Vineyards, wine tasting to cap off upcoming business conference

August 31, 2020

Attend a virtual winery introduction at the J. Lohr Vineyards & Wines, learn the family’s success story and […]

Read More >

Mother-daughter team draws on ‘wealth of experience’ to help clients through uncertain times

July 8, 2020

With nearly three decades of financial advising behind her, Mary J. Howard knows a lot about helping others […]

Read More >

Take inventory of your family business: Are you diversified beyond your business?  

June 1, 2020

We know recent months have been tough in multiple ways. This expert has some great insight to help you take stock and move forward.

Read More >

Event planner offers strategies to organizations forced to adjust

May 11, 2020

The days of conventions, big corporate meetings, in-person fundraisers and social events might be on hold, but any […]

Read More >
Scroll to Top