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July 29, 2022

Breaking down the complexities of succession planning

By Adam Burroughs

Stradley Ronon Stevens & Young Partner Steven Scolari on succession planning and how to break the complex process down into something more manageable.

June 29, 2022

Liquidity Lessons From Selling a Fourth-Generation Family Business

Lewisburg Printing Company's Kirk Kelso, Troutman Pepper's Daniel McDonough, and BNY Mellon's Bryan McGrath and Marty Babitz on the preparation and exit phases of a well-structured transaction.

August 19, 2021

Look deeper for deal value

William Wennberg, today the CEO of Tactical Medical Solutions LLC, says when people become too focused on trying to get the best price for the company, they can lose sight of what value actually is.

February 19, 2020

Kevin McPhillips: Taking an interest in employee ownership

While there's a level of unawareness of how employee stock ownership plans truly work, grassroots efforts and education are starting to pay off with business owners. Kevin McPhillips of the Pennsylvania Center for Employee Ownership explains how.

October 17, 2019

Martyn Babitz offers owners tips on personally maximizing their returns post-liquidity

BNY Mellon Wealth Management's Martyn Babitz offers tips for business owners on how to get their post-deal finances in order well before a transaction begins to maximize their post-liquidity returns.

September 6, 2019

How to prep for a recapitalization

iPipeline's Kevin Kemmerer talks about how to prepare for a recapitalization — what to do and what to avoid when gearing up for an investment.