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The author provides a paper on medical office investing which begins by sizing the Medical Office Building (MOB) investment universe and contrasting it with the commercial office sector. Supply and demand fundamentals are explored in the context of emerging trends in the delivery of U.S. healthcare. Returns, pricing and ot...

Some believe you must sacrifice family relationships for success in a family business. But in fact, focus on the family doesn’t drain business success — it enhances it. That is one key finding of a new global family business survey conducted by EY with research partner Kennesaw State University’s Cox Family Ent...

Business brokerage services are critically important to the liquidity of small business ownership, business growth, and related jobs preservation and creation. Baby boomers are faced with the prospects of either selling or closing their businesses to retire. Small business owners need and rely upon the professional services of merger and acquisitio...

Edelman, the multi generational family owned communications specialist has released its latest research into Family Businesses and the loyalty & trust they command. This research examines the prominent paradox that has arisen in 2014, namely that while family businesses are highly trusted, the wealth they generate is criticized.

Many wealthy families desire a seamless transition of their wealth and a perpetuation of their values for multiple generations, but many struggle with how to accomplish these goals effectively. Successful families typically take intentional steps to create family meetings that foster communication, education and engagement, in order to promote coll...

Individuals and families considering a business sale typically face a daunting intersection of planning issues. These may include deal structure decisions, legal and regulatory considerations, income tax minimization, capital- sufficiency analysis, wealth transfer and philanthropic goals. As a deal approaches the closing stage, an owner’s att...

Family businesses face unique and often unanticipated challenges transitioning from one generation to the next. The struggle to maintain and protect both family interests and business interests is intricate and complex, with some businesses falling prey to changing environments and deteriorating opportunity amid generational succession.These challe...

The decision to sell or continue ownership of a family business is complex. Business owning families who recognize early the importance of both the financial and non-financial considerations of a potential sale are more likely to make good transition decisions.

It’s a small business world – and getting smaller every day, which opens up new pathways to global expansion. Indeed, mid-sized companies are more and more frequently finding that international trade is a critical component for growth. Launching a foreign presence invites a heavy dose of risk. Forethought, planning, and an understanding...

Thinking about selling your business? Conventional wisdom in the investment banking community says you’d better do it soon — that the market will soften sooner rather than later. Corporate Finance experts have a different view — that businesses have 24–30 months to finalize any deals.While the sky’s not falling yet, it...

The white paper, “Sudden Wealth: Managing the Transition,” provides helpful guideposts for handling new wealth, regardless of the circumstances – whether the wealth represents a recent windfall (the immigrant experience) or having control of a large amount of money for the first time (the inheritor’s experience). The p...

The sale of a business can be one of the most significant events for families of wealth. Often, family members have devoted substantial time and resources to building a successful enterprise.While the sale of the business may be viewed as the successful culmination of years of work, it may also cause concern for the owner, who feels there is not en...

The time to consider the reinvestment risk of selling a family business is before, not after, the sale. A reinvention plan can help by taking into consideration the remaining ties to the business, estate and tax planning issues related to the sale, and personal reinvention for family members as they continue on without the business.

This study examines the various factors driving the success of high-impact entrepreneurs, including how they differ from one another and how they operate, grow and compete. It looks at the key differentiators of companies with different ownership structures and walks the reader through the following research journey:Private companies have the ...

PwC's 17th Annual Global CEO Survey provides an inside look into how CEOs feel about the global economy, the growth prospects for their own companies and details on the challenges that they feel they are facing in the areas of technology, demographics and globalization. Survey Highlights:Twice as many CEOs believe the global economy will improve in...