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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The Treasure Principle by Randy Alcorn

Lisa HandleyBook, Freedom, Generosity, Stewardship

Discover joyful living and joyful giving. Written from a Christian worldview. Randy Alcorn invites you to partake in a revolution of radical generosity and freedom from materialism! “The Treasure Principle will change your life! This book is destined to become a classic.” -Howard Dayton

Reflecting Through These Challenging Times

Lisa HandleyFinancial & Estate Planning, Freedom, Money management, WFL-3, Wisdom for Life

This blog is meant to encourage us to grow personally through the current pandemic. Unfortunately, tragic loss has been suffered personally by so many. We mourn with those who are experiencing such loss and recognize there is no benefit in your loss. One of my favorite speakers and authors, Andy Stanley, has a saying: ‘Pain with no gain is a shame’.

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How To Multiply Your Legacy By 2,000%

Lisa HandleyBlog, Family, Financial & Estate Planning, Freedom, Generosity, Investment Management, Money management, Philanthropic & Legacy Planning, PLP-3, Relationships, Stewardship, Wisdom for Life

I recently read “the quality of relationships- not the quantity of dollars – ultimately define quality of life.” * The older I get, and the more I speak with clients, the more this truth resonates with me. Our most valuable assets are the quality relationships with family and friends.

Are You the Greatest Risk to Your Net Worth

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

Chances are, if you died today, your net worth would drop like a rock. If most of your net worth is in a family business and/or real estate, the value your family receives could be 50% or less than what you expect.

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The Game Changer Most People Will Miss

Lisa HandleyBlog, Family, Financial & Estate Planning, Freedom, Generosity, Investment Management, Mentoring, Personal Growth, Philanthropic & Legacy Planning, Relationships, Spiritual, Wisdom for Life

I believe generosity is a game changer. In our own life and in our family. As parents, we all want our children to have a better life than we have. Unfortunately, living in an affluent society has led to high levels of entitlement and people that are very focused on themselves. Generosity is the antidote!