Weekly Editions

Using Modeling to Diagnose Risks to Succession

Weekly Edition • June 19, 2019
Using Modeling to Diagnose Risks to Succession

From FFI Practitioner

Thank you to this week’s contributor, Matthew Erskine, for providing this thoughtful examination of the “Success to the Successful” model and applying to succession in family enterprises.

Is Traditional Successor Induction Still Relevant for Family Firms?

Weekly Edition • June 12, 2019
Is Traditional Successor Induction Still Relevant for Family Firms?

From FFI Practitioner

Is the traditional method of family business leadership succession, where the successor joins the business at a young age and gradually learns the values and business knowledge from the senior generation, still the best approach? In this week’s FFI Practitioner, contributors Zografia Bika, Peter Rosa, and Fahri Karakas examine this question through a study of a multi-generational Scottish construction company and share actionable insights for advisors helping clients with succession planning.

Financial Independence – A Critical Factor in Ownership and Management Succession

Weekly Edition • June 05, 2019
Financial Independence – A Critical Factor in Ownership and Management Succession

From FFI Practitioner

Thank you to this week’s contributor, Randy Waesche, for this thought-provoking examination of the influence that money and financial independence can have in the succession process.

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