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RESOURCES

Family Business News & Updates

Succession & Exit Planning 17 posts
Leadership 16 posts
Business Ops & Strategy 9 posts
In the News 8 posts
Finance 7 posts
Conflict Resolution 6 posts
Generational Wealth 5 posts
Liquidity 4 posts
Taxes 3 posts

Family Business Succession Planning: Why the Old Playbook Fails

Family Business Succession Planning: Why the Old Playbook Fails

Family Business Succession Planning: Why the Old Playbook Fails

Interchange Capital Partners

Dec 30, 20258 min read

The Art of Family Business Conflict Resolution: Knowing When to Call a Timeout

The Art of Family Business Conflict Resolution: Knowing When to Call a Timeout

The Art of Family Business Conflict Resolution: Knowing When to Call a Timeout

Interchange Capital Partners

Nov 19, 20257 min read

Q3 2025 Market Review

Q3 2025 Market Review

Q3 2025 Market Review

Interchange Capital Partners

Nov 3, 20256 min read

Family Business Succession Planning Delays: When “We’ll Figure It Out Later” Becomes Millions in Lost Value

Family Business Succession Planning Delays: When “We’ll Figure It Out Later” Becomes Millions in Lost Value

Family Business Succession Planning Delays: When “We’ll Figure It Out Later” Becomes Millions in Lost Value

Interchange Capital Partners

Oct 29, 20257 min read

The Executive Chairman Model: A Better Path for Family Business Succession

The Executive Chairman Model: A Better Path for Family Business Succession

The Executive Chairman Model: A Better Path for Family Business Succession

Interchange Capital Partners

Oct 9, 20258 min read

Why Your Family Business Needs a “Business Prenup” (and How to Create One)

Why Your Family Business Needs a “Business Prenup” (and How to Create One)

Why Your Family Business Needs a “Business Prenup” (and How to Create One)

Interchange Capital Partners

Sep 24, 20258 min read

Meet Our Newest Team Member: Peter Erin

Meet Our Newest Team Member: Peter Erin

Meet Our Newest Team Member: Peter Erin

Team Indigo

Jul 7, 20254 min read

Welcome to the Team Paige Miller!

Welcome to the Team Paige Miller!

Welcome to the Team Paige Miller!

Interchange Capital Partners

Jan 10, 20255 min read

Better Together: How Family Businesses Can Turn Conflict into Growth

Better Together: How Family Businesses Can Turn Conflict into Growth

Better Together: How Family Businesses Can Turn Conflict into Growth

Interchange Capital Partners

Dec 11, 20245 min read

Creating Cohesion in Family Business Advisory Teams

Creating Cohesion in Family Business Advisory Teams

Creating Cohesion in Family Business Advisory Teams

Interchange Capital Partners

Nov 18, 20245 min read

Meet Interchange’s Newest Team Member: Lynn Loo

Meet Interchange’s Newest Team Member: Lynn Loo

Meet Interchange’s Newest Team Member: Lynn Loo

Interchange Capital Partners

Oct 1, 20245 min read

The Next Generation of Money Management

The Next Generation of Money Management

The Next Generation of Money Management

Interchange Capital Partners

Sep 19, 20244 min read

Announcing Leadership Transition at Interchange Capital Partners

Announcing Leadership Transition at Interchange Capital Partners

Announcing Leadership Transition at Interchange Capital Partners

Interchange Capital Partners

Sep 11, 20242 min read

Unlock Liquidity for Your Family Business Without Compromising Operations

Unlock Liquidity for Your Family Business Without Compromising Operations

Unlock Liquidity for Your Family Business Without Compromising Operations

Interchange Capital Partners

Aug 30, 20246 min read

Navigating Charitable Giving: DAFs vs. Private Family Foundations

Navigating Charitable Giving: DAFs vs. Private Family Foundations

Navigating Charitable Giving: DAFs vs. Private Family Foundations

Interchange Capital Partners

Jun 3, 20247 min read

Liquidity Solutions for Family-Owned Businesses to Generate More Growth and Flexibility

Liquidity Solutions for Family-Owned Businesses to Generate More Growth and Flexibility

Liquidity Solutions for Family-Owned Businesses to Generate More Growth and Flexibility

Interchange Capital Partners

Jan 26, 20245 min read

Unique Risks Family-Owned Businesses Face

Unique Risks Family-Owned Businesses Face

Unique Risks Family-Owned Businesses Face

Interchange Capital Partners

Jan 10, 20245 min read

Growing and Scaling the Business to Create a Self-Managing Company

Growing and Scaling the Business to Create a Self-Managing Company

Growing and Scaling the Business to Create a Self-Managing Company

Interchange Capital Partners

Oct 19, 20235 min read

How We Helped a Family Business Navigate the 4 Interchanges

How We Helped a Family Business Navigate the 4 Interchanges

How We Helped a Family Business Navigate the 4 Interchanges

Interchange Capital Partners

May 10, 20235 min read

Learn How We Helped a Family-Owned Business Save Taxes and Reduce Complexities

Learn How We Helped a Family-Owned Business Save Taxes and Reduce Complexities

Learn How We Helped a Family-Owned Business Save Taxes and Reduce Complexities

Interchange Capital Partners

Mar 26, 20236 min read

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