7 Warning Signs Your Business Succession Will Likely Fail

Lisa HandleyBlog, Family Business Succession, FBS-3, Financial & Estate Planning, Freedom, Investment Management, Philanthropic & Legacy Planning, Wisdom for Life

History has proven that 70% of family businesses will not transition to the next generation. Will yours be one of the statistics? Based on our experience guiding families to a successful transition, here are 7 warning signs you are headed for serious problems.

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Do You Have 2 Classes of Children in Your Family?

Lisa HandleyBlog, Family, Financial & Estate Planning, Generosity, Investment Management, Relationships, Stewardship, Wisdom for Life

Each new stage of life offers new insights, perspectives and hopefully wisdom. Our family is on the verge of our second child’s wedding. We have been blessed with exceptional people who have joined our family through marriage. This makes the occasion an incredible celebration. It really is one of life’s greatest blessings. Ask yourself, Do You Have 2 Classes of Children in Your Family?

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The 7 Forms of Generosity

Lisa HandleyBlog, Financial & Estate Planning, Investment Management, Money management, Philanthropic & Legacy Planning, Retirement Planning, Wisdom for Life

Think of the last time you were the recipient of an act of kindness or generosity. How did it make you feel? Did it brighten up your day? Did you tell someone about it? Did it inspire you to pass kindness or generosity on to someone else? We cannot receive an act of kindness or generosity and not be positively impacted!

Book Cover for Splitting Heirs: Giving Your Money and Things to Your Children Without Ruining Their Lives by Ron Blue

Splitting Heirs: Giving Your Money and Things to Your Children Without Ruining Their Lives by Ron Blue

Lisa HandleyBook, Christian World View, Financial & Estate Planning, Philanthropic & Legacy Planning, Spiritual

In this book, Ron discusses how the financial wealth you leave behind could be the best thing that ever happened to your loved ones—or the worst. “Inheritance is risky business, often damaging lives, marriages and children. Few of us bring an eternal perspective to leaving money behind or to handling unearned wealth.” – Randy Alcorn.

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Are You Leaving a Fraction of What You Could?

Lisa HandleyBlog, Family, Family Business Succession, FEP-3, Financial & Estate Planning, Generosity, Investment Management, Money management, Philanthropic & Legacy Planning, Relationships, Spiritual, Stewardship, Wisdom for Life

Our self-made, independent, North American lifestyle results in each generation basically starting over. Out of ignorance, we make the same mistakes of past generations and miss the incredible wisdom from the life lessons of those generations

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Family. Money. by Greg Wills, David & Parker, Terry & Sperry – National Christian Foundation

Lisa HandleyBook, Family Business Succession, Financial & Estate Planning, Investment Management, Money management, Relationships, Spiritual

Written from a Christian worldview, this book outlines the dynamics of family money & how to avoid the common pitfalls of wealth & inheritance. This is a thought-provoking book from 3 of the country’s leading experts on wealth transfer, David Wills, Terry Parker, and Greg Sperry.