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Family Business News & Updates

Succession & Exit Planning 21 posts
Liquidity, Taxes & Family Wealth 15 posts
Family Relationships & Governance 13 posts
Preparing the Next Generation 8 posts
Firm Updates 8 posts
Growing the Business 6 posts

A train moving at speed through a curving tunnel, conveying the pace at which a complex ownership transition moves and the need for someone guiding it from the front.

A train moving at speed through a curving tunnel, conveying the pace at which a complex ownership transition moves and the need for someone guiding it from the front.

Coordinating a Complex Transition for a Family-Owned Business

Interchange Capital Partners

Aug 53 min read

Family Business Succession Planning: The "Fail With Support" Philosophy for Next-Gen Leaders

Family Business Succession Planning: The "Fail With Support" Philosophy for Next-Gen Leaders

Family Business Succession Planning: The "Fail With Support" Philosophy for Next-Gen Leaders

Interchange Capital Partners

Mar 26 min read

3 Signs Your Family Business Structure Is Hurting Your Exit Plan

3 Signs Your Family Business Structure Is Hurting Your Exit Plan

3 Signs Your Family Business Structure Is Hurting Your Exit Plan

Interchange Capital Partners

Feb 28 min read

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

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

Case Study: Exit Planning for a Family Business Transition

Case Study: Exit Planning for a Family Business Transition

Case Study: Exit Planning for a Family Business Transition

Interchange Capital Partners

Feb 6, 20252 min read

Case Study: Generational Transition for a Family-Owned Business

Case Study: Generational Transition for a Family-Owned Business

Case Study: Generational Transition for a Family-Owned Business

Interchange Capital Partners

Feb 6, 20252 min read

Learn how to navigate life after a generational transition in your family business. Explore financial strategies, priorities, and long-term growth insights.

Learn how to navigate life after a generational transition in your family business. Explore financial strategies, priorities, and long-term growth insights.

Generational Transition: Risks and Rewards – Series 4

Interchange Capital Partners

Nov 19, 20241 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

Navigate generational transitions in your family business with expert strategies on values, communication, and succession planning. Watch the webinar replay now!

Navigate generational transitions in your family business with expert strategies on values, communication, and succession planning. Watch the webinar replay now!

Lifecycle of a Generational Transition: The Risks and Rewards of Getting it Right - Series 2

Interchange Capital Partners

Sep 4, 20241 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

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

Are You Ready for the Largest Financial Transaction of Your Life? Answer These 10 Questions to Find Out!

Are You Ready for the Largest Financial Transaction of Your Life? Answer These 10 Questions to Find Out!

Are You Ready for the Largest Financial Transaction of Your Life? Answer These 10 Questions to Find Out!

Interchange Capital Partners

Sep 11, 20226 min read

Top 3 Factors That Stall Succession Planning in Family Businesses

Top 3 Factors That Stall Succession Planning in Family Businesses

Top 3 Factors That Stall Succession Planning in Family Businesses

Interchange Capital Partners

Sep 7, 20225 min read

5 Reasons to Keep the Business in the Family: Part 2

5 Reasons to Keep the Business in the Family: Part 2

5 Reasons to Keep the Business in the Family: Part 2

Interchange Capital Partners

Jul 19, 20225 min read

5 Advantages of Selling a Family Business: Part 1

5 Advantages of Selling a Family Business: Part 1

5 Advantages of Selling a Family Business: Part 1

Interchange Capital Partners

Jun 14, 20226 min read

5 Steps to Prepare for the Sale of a Family Business

5 Steps to Prepare for the Sale of a Family Business

5 Steps to Prepare for the Sale of a Family Business

Interchange Capital Partners

Mar 10, 20225 min read

How Much Is Your Business Worth?

How Much Is Your Business Worth?

How Much Is Your Business Worth?

Interchange Capital Partners

Feb 21, 20225 min read

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