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Tag Archives: family business

Developing a succession plan is vital for family businesses 

A recent family business survey conducted by the National Bureau of Economic Research’s Family Business Alliance indicates that only 15% of the family businesses have developed and documented anything appearing to be a succession plan. This is troubling because succession of ownership and leadership is a critical issue for the long-term success of a business. 

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A Conversation With: Dennis Morton of Morton Brown Family Wealth

As a financial adviser, Dennis Morton has integrated his academic background in history and finance with his professional background as an Army officer and entrepreneur. Along with his partner, Katie Brown, they have drawn on our decades of combined experience and designed Morton Brown Family Wealth to advise families, including business owners, on their unique ...

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Carving out a niche, for 85 years

R&R Provision of Easton is a family-owned and operated food distributor and manufacturer specializing in custom-cut steaks and meats. Now in its 85th year, the company is looking to keep serving its niche clients in the restaurant and food service world.

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Is the next generation ready to lead?

We work with hundreds of family businesses, and by far, the biggest challenge is transition to the next generation. It’s kind of ironic considering all the love and support that has got them to this point. But this is the moment of truth. This is when they need to discuss the real issues, the real facts.

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