Tuesday, January 31, 2023

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Amy E. Stratton

Mergers and acquisitions for mom and pop

While splashy headlines tout the success of midsized mergers and acquisitions throughout New England, Rhode Island small businesses are sharing the recent M&A boom....

Families need plan to protect, grow wealth

The biggest threat to a family losing its wealth over generations may be internal. Fights over succession planning or individual investment decisions can pull...
SUCCESSION CONSULTANT: Janice DiPietro, CEO of Exceptional Leaders International, is a consultant on succession for family-owned businesses. She recommends ownership changes be planned several years in advance. 
 / PBN PHOTO/
MICHAEL SALERNO

Communicate intent in succession planning to avoid family rifts

The transition of ownership in a family-owned small business doesn’t have to be stressful and emotional, but it can quickly tip in that direction...
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