Posts Tagged ‘succession planning’


Exit Planning Exchange (XPX) Case Study

The Connecticut Chapter of the Exit Planning Exchange (XPX) has started this year’s case study, involving a business whose partners are planning ahead for an eventual exit (bravo for advance planning!) The case study involves a business started nearly 20 years ago by three partners who were best buddies in college. Although theirs is not […]

The Liquidity Event

On February 10th, I will be speaking on “Practical Tips for Managing Conflict in Your Family Business” at the Liquidity Event.  The conference will be held at the Harvard Club of New York and is hosted by the Family Office Club. The day will be a private gathering of family business owners to focus on succession […]

Women business owners’ conference: informative and inspiring

Last week’s state-wide conference for women business owners brought together more than 100 Connecticut women business owners. Full marks go to the Connecticut Permanent Commission on the Status of Women for all of the leg work and to the National Association of Women Business Owners for the funding. I had the pleasure of co-presenting a […]

“Smooth Business Transitions” at “Transition Your Business Through Challenge” Conference

On Friday, July 24, 2009,  I will be co-presenting a workshop on “Smooth Business Transitions” at a conference for Connecticut women business owners.  The conference, “Transition Your Business Through Challenge”, is sponsored by the State of Connecticut Permanent Commission on the Status of Women (PCSW) and the National Association of Women Business Owners. My role […]

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