Family Business Finance

When it comes to taxes, family businesses have unique considerations – and extra rules that quickly can become confusing and burdensome. Here’s what you need to know.

Leading a family business organization is a complex effort – don’t let anyone try to convince you it’s easy! Here are some of the most common financial challenges we see in family businesses – along with some potential solutions.

Here are 7 of the most powerful financing myths we’ve encountered in our years as family business consultants…

The key to a truly effective annual plan is tying it into your long-term strategic vision. Annual profit planning is a key tool in your toolbox for family business prosperity.

A good CPA firm will not only help you navigate the process, but also provide independent, objective feedback.

Five essential steps for responsibly setting up a business line of credit to best serve your your family business needs.

Cross-functional risk management is a vital for any organization that wants to achieve its strategic objectives and avoid costly failures.

Want better alignment? Consider an incentive program to encourage behaviors that drive long-term value for shareholders. Here’s how to do that.

When you have a clear understanding of the company’s financial health and the impact of management decisions, you can make informed decisions that lead to success.