Category: Applied and Practice

In ETA, the best deals align price and uncertainty through smart structure—not optimism. Structure is how risk—and money—actually moves between buyer and seller. Fourth in a Series Finding the Read more

Financial statements are the start, not the truth. This guide lays out what to scrutinize on-site—how work actually flows, who really runs the place, what breaks most often, and whether cash flow Read more

The former owner’s relationships with employees, suppliers, and customers can be a tough act to follow -- and affect value creation long after the deal closes. Entrepreneurship through acquisition Read more

Focus on actual metrics and operations -- not future potential -- and buy a cash flow that you can improve. Second in a four-part series Several years ago, a former student of mine bought a Read more

Instead of asking, “What should I build?,” Entrepreneurship Through Acquisition asks a simpler and far more practical question: “What already works, and how can I make it work better?” First Read more

Family Offices Are Expanding Their Role

As family attitudes towards wealth, purpose, and legacy evolve, their offices are doing more than just managing wealth, a study shows. Family offices are no longer quiet custodians of wealth. Based Read more

Even if you're not planning to sell or raise capital, the same disciplines investors look for—transparent reporting, sound governance, and strategic clarity—also drive stronger performance. Some Read more

Preparing for the Next Generation Starts with Being Investor-Ready

The most important investor may be your own successors. Investor readiness supports smooth transitions, builds trust, enhances enterprise value, and keeps strategic options open—whether you sell, Read more

Why Enterprising Families Need a Code of Conduct

As Prince Andrew showed, one person’s behavior can become everyone's problem. Families must set expectations, outline processes, and provide clarity before emotions take over. In late 2025, King Read more

Ready to Lead: Building Confidence Across Generations

When families treat readiness as something they cultivate together, succession feels less like a loss and more like a natural next step. Leadership becomes a capacity shared across generations rather Read more