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Building and running a successful business can be hugely rewarding, both personally and financially, but it comes with unique challenges and risks that require the business owner to be prepared for the unexpected. A solid business plan is perhaps the best line of defense against unforeseen events that could derail a business. A close second is insu...

“You only sell your company once” is a phrase founder/family-owned business leaders often hear before embarking on a major liquidity event. It demonstrates the enormity of the undertaking to effectively sell a business. Ensuring your company is prepared for a sale is crucial to any exit strategy, and should be considered long before beginning a sal...

Preparing yourself and your family can be one of the most overlooked parts of a business sale and exit strategy. But it goes beyond maximizing tax efficiency and unlocking newfound wealth—it’s a monumental transition filled with emotional considerations. This article outlines key questions and critical areas of considerations for business owners an...

Generating positive impact has emerged as a key trend within the Family and Wealth Management space. Investors, families, and society show growing interest in measuring the effects of their actions—and non-actions— with an emphasis on the impact of their investments. We explore current views and provide practical ways families can move forward to b...

Across the world, philanthropy is undergoing a transformation that offers both exciting opportunities and complex challenges. With so much in flux, emerging donors and established funders are seeking new models not only for funding strategies and impact measures, but also for organizational design and management systems that will serve them well in...

As startup companies in the cloud, internet, and technology industry grow, they must balance resources between innovating products and services and building their businesses. The BPM Business Ownership Transition sat down with the San Francisco Business Times to discuss the nuts and bolts of value creation for startups. Listen in for more about the...

This guide reviews various ways to assess philanthropic impact. It looks at what assessment can accomplish and what it has difficulty measuring. It sets out a series of questions donors can ask as they consider how to proceed with their philanthropy. And finally, it details some of the limitations inherent in trying to understand exactly how donors...

A historic agreement was reached in 2015 when member states of the United Nations came together and signed “Transforming Our World: The 2030 Agenda for Sustainable Development,” which included a set of 17 Sustainable Development Goals (SDGs). The SDGs charted a way forward to a just, secure, and sustainable future for people and the planet. This...

History will remember 2020 as the year society’s pervasive challenges roared. Two philanthropy experts discuss what they saw in 2020, and what they hope will last for years to come. FOX Foresight keeps you up to date on our latest thinking about matters affecting Enterprise Families. It gives you our forward look on what we're learning from our ...

Even as we head into 2022, the effects from the pandemic and events of 2020 continue to be felt, particularly in the philanthropic community. In this vibrant conversation with Glen W. Johnson, President of FOX, Bruce Boyd, Principal and Senior Managing Director of Arabella Advisors, Nancy Roob, CEO of Blue Meridian Partners and President and CEO of...

Strategy is often thought of as an art form—an unstructured, intuitive exercise propelled by inspiration and brilliance. However, just like finance, operations, or marketing, strategy is a functional discipline with tools, frameworks, processes, best practices, and metrics. This checklist is end-to-end process for developing and executing a comp...

For leaders of founder-owned businesses, raising significant capital without relinquishing control can seem challenging. But investors focused on non-control transactions are becoming more common. Non-control-oriented funds have boomed, fueling demand for minority recapitalizations and enabling business owners to maximize the valuation of their com...

As tax strategy becomes more central than ever to business success, tax leaders must adopt new capabilities beyond those traditionally required to lead the tax function. Essential to this evolution is the ability to develop and execute a forward-looking tax roadmap that fully integrates emerging technologies such as artificial intelligence (AI). ...

The act of giving through family philanthropy can be a transformative experience for both family members and the communities they serve, sometimes with an impact that lasts generations. However, achieving a positive, enduring impact requires purposeful vision and decision making throughout the lifespan of the family's philanthropic work. With the d...

For business owners and their advisors, it’s probably not surprising that buying another company or other assets requires moving with speed and diligence. But gaining an edge—and winning—on the buy side is a bit more complicated. Effective companies tend to deploy a series of purposeful tactics and avoid common mistakes when pursuing acquisitions. ...