Owner to Owner Spring Issue 2024

March 07, 2024
  • Capital Partners
In this issue of Owner to Owner, we look at the business environment so far in 2024, explore how to cultivate innovation and motivation in family and privately-owned businesses, discuss the benefits of creating a family constitution, and give an update on the Corporate Transparency Act.

The Business Environment Q1 2024

Michael Conti, Jeff Miller, Neriah Ray-Saunders, Jack Goryl and Christine Hourihan provide an overview of the business environment on three fronts: the overall economy, the credit markets, and the private equity and mergers and acquisitions markets.

Shift Your Mindset: Innovation in Family Business

Keeping innovation and entrepreneurship front of mind is key to both maintaining and growing the family business as it moves into the future and, eventually, into a new generation’s hands. Head of the BBH Center for Family Business Ben Persofsky discusses how business owners can shift their mindset toward innovation in order to sustain entrepreneurship for generations.

We the Family: The Benefits of Creating a Family Constitution

Senior Wealth Planners Karin Prangley and Anne Warren cover an important topic for private business owners: creating a family constitution to enable seamless business and wealth transitions.

Pillars of Persistence: Strategies for Building Work Ethic and Determination

Senior Wealth Planner Ross Bruch looks at the science behind how business owners can pass down motivation and determination to younger generations.

Are You Ready? What to Know About the Corporate Transparency Act

We cover the essentials of the 2024 Corporate Transparency Act: what it is, who it affects, and how to take action.
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The Business Environment Q1 2024

Michael Conti, Jeff Miller, Neriah Ray-Saunders, Jack Goryl and Christine Hourihan provide an overview of the business environment on three fronts: the overall economy, the credit markets, and the private equity and mergers and acquisitions markets.

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