Guide to Transitioning Your Family Business

Crash Course in Family Succession – Part 1

If you love 80s and 90s sitcoms, you’re going to love Part 1 of this series. Eric Duffee lays out 7 key reasons family business succession plans fail, and how to address them head-on.

Crash Course in Family Succession – Part 2

If you’re a business owner concerned about the burden of estate taxes (first, congrats), Eric Duffee has some ideas on how to mitigate your taxable exposure when legacy planning.

Crash Course in Family Succession – Part 3

Looking to transition a family business to the next generation? Eric Duffee wraps up his three-month look at your strategic options.