- How can we grow revenue so we can afford to give jobs to the next generation?
- The next generation isn’t ready to lead, can we ever retire?
- Will we have enough to retire?
- How do we deal with family members outside of the company who were gifted shares and are demanding dividends we don’t have?
- Are we paying too much in taxes?
- How do we attract and retain top talent in our industry?
- I feel like family disputes are affecting employee or family morale. How do I fix this?
- My family can’t agree on the succession plan for the company. What do we do?
- Healthy, happy and adjusted family relationships.
- Organization of your personal wealth, investments and financial independence.
- A succession plan and buy sell agreement that works for all generations.
- Tax reduction strategies to maximize what you keep.
- A strategic plan to grow the business that fits on one page.
- A harmonious culture of accountability throughout the company.
- An estate plan that leverages the tax law by incorporating all generations.
- A lasting family legacy
