05/12/2026
Dear Friends,
If you’re preparing to sell a family-owned company or considering acquiring one, the dynamics can be even more complex than a typical business transaction. Beyond financials, these deals involve operational habits that can influence both value and risk.
Understanding how today’s family businesses approach succession and transition planning is essential if you want a successful deal. Take a look at today’s articles and let us know if you need any guidance.
A decade ago, research suggested that only about 28% of family businesses had a formal succession plan in place. While awareness has improved, the underlying challenge remains remarkably persistent. Recent studies from organizations such as PwC indicate that today, only around 30–35% of family bus...