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  • ""
    September 10, 2024
    • Capital Partners
    Senior Wealth Planner Kerri Mast discusses effective nonprofit board governance during complex and uncertain times.
  • Owner to Owner Summer Issue 2024
    July 09, 2024
    • Capital Partners
    In this issue of Owner to Owner, we delve into the music-related artificial intelligence space, navigate the intricacies of selling or leaving a family business, and provide tips for corporate liquidity management.
  • Eddie Hsu and Geraldo Ramos
    July 09, 2024
    • Capital Partners
    Artificial intelligence (AI) is at the forefront of everyone’s minds lately – and this is no different in the music industry. We sat down with Geraldo Ramos and Eddie Hsu, co-founders of Music.AI, to discuss the process behind launching and growing their company, how they stay unique in a competitive space, and what the future holds for AI and music.
  • growth in business and finance, growing graphs and charts with statistics and digits
    • Capital Partners
    Head of Corporate Advisory & Banking Lewis Hart, Managing Director Alex Toskovich, and Associate Turner Banwell cover how active corporate liquidity management can foster business resilience and growth.
  • ""
    • Capital Partners
    The decision to pursue an outside exit strategy, as opposed to a traditional family ownership succession path, is a difficult one. We lay out several steps that owners who are grappling with this issue can take as they seek to determine the best strategy for themselves, the family and the business.
  • Shift your mindset: innovation in family business. Owner to Owner.
    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.
  • ""
    March 07, 2024
    • Capital Partners
    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.
  • ""
    March 07, 2024
    • Capital Partners
    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. Executive Director 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.
  • ""
    March 07, 2024
    • Capital Partners
    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.
  • ""
    March 07, 2024
    • Capital Partners
    Senior Wealth Planner Ross Bruch looks at the science behind how business owners can pass down motivation and determination to younger generations.
  • ""
    March 07, 2024
    • Capital Partners
    President of the BBH Delaware Trust Company Beth King covers the essentials of the 2024 Corporate Transparency Act: what it is, who it affects, and how to take action.
  • Owner to Owner Fall Issue 2023
    October 25, 2023
    • Capital Partners
    In this issue of Owner to Owner, we explore strategies for successful communication in a private business, examine factors that come into consideration when debating whether now is time to sell the family business, and review key findings from our inaugural Private Business Owner Survey.
  • Virtual upward arrows hologram on modern architecture background.
    October 25, 2023
    • Capital Partners
    Michael Conti, Grant Smith, 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.
  • Two talking business people with discussion message bubbles in minimalistic vintage style. Concept of communication.
    October 25, 2023
    • Capital Partners
    Executive Director of the BBH Center for Family Business Ben Persofsky discusses four strategies for improving communication in a private or family-owned business.
  • Illustration of man changing direction, surreal abstract choice concept
    • Capital Partners
    John Secor, Kyle Gordon, and Carson Christus from our Corporate Advisory team discuss family and business factors that come into consideration when debating whether now is the time to sell the family business.
  • ""
    • Capital Partners
    A leader’s openness to exploring a future for themselves represents a crucial turning point in beginning the transition journey. We lay out several steps owners can take to begin on the path of a successful business transition.
  • ""
    • Capital Partners
    BBH Partner Kathryn George, Head of the Center for Family Business Ben Persofsky, and Senior Wealth Planner Ali Hutchinson explore the various roles of a family business’s board of directors in succession planning.
  • ""
    August 28, 2023
    • Capital Partners
    John Secor and Kyle Gordon discuss a key issue faced by family businesses: the difficulty of managing capital and liquidity demands. They zero in on a critical factor of finding the right balance – patient capital – and provide advice on how family businesses can achieve this important objective.
  • Your business is not your story: a conversation with Murray Nossel, Co-founder of Narativ
    August 16, 2023
    • Capital Partners
    In this issue of Owner to Owner, we speak with Murray Nossel, co-founder of Narativ, on the value of creating a legacy story, review the potential effects of the Inflation Reduction Act on private business owners, and outline how to establish a dividend policy for the family business.
  • ""
    • Capital Partners
    Michael Conti, Jeff Miller, Neriah Ray-Saunders, 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.
  • Murray Nossel
    • Capital Partners
    In this issue’s feature interview, we speak with Narativ Co-Founder Murray Nossel about his passion for storytelling, why it’s so important that people – especially business owners – record their stories, and how they can negotiate their legacies.
  • ""
    August 16, 2023
    • Capital Partners
    Lewis Hart, our head of corporate banking, reviews the potential effects of the Inflation Reduction Act tax credits and more on private business owners.
  • ""
    • Capital Partners
    John Secor, Kyle Gordon, and Carson Christus of our Corporate Advisory team outline five options for family business owners that are committed to formalizing a dividend policy.
  • ""
    August 08, 2023
    • Capital Partners
    BBH Senior Wealth Planner Ross Bruch looks at Mihaly Csikszentmihalyi’s research on the idea of “flow,” or energized, focused enjoyment of a task. He discusses how owners and managers can cultivate flow at work to their employees’, and business’s, benefit.
  • ""
    May 10, 2023
    • Capital Partners
    Managing Director Brett Sovine discusses section 6166 of the Internal Revenue Code, which in certain situations permits the executor of an estate to defer federal estate tax on a closely held business following an owner’s death.
  • ""
    May 09, 2023
    • Capital Partners
    The tax benefits for investing in or founding certain startup businesses can be incredible. Not all investors or founders can take advantage of these benefits, but for those who can, millions of dollars of tax can be saved – and with proper planning, potentially even more.
  • ""
    April 26, 2023
    • Capital Partners
    Travis Dunn provides an overview of family business advisory boards and discusses their benefits, composition, and steps for getting started.
  • ""
    April 25, 2023
    • Capital Partners
    Alison Hutchinson and Melineh Ounanian discuss the fundamentals an individual must follow in order to be a good trustee when the trust owns business interests.
  • ""
    April 12, 2023
    • Capital Partners
    BBH Senior Advisor Ellen Perry discusses the complexities surrounding a liquidity event and covers ways to make the transition more successful.
  • Owning the supply chain to deliver the highest-quality products- a conversation with Dan Phipps, CEO of Red River Foods.
    March 29, 2023
    • Capital Partners
    In this issue of Owner to Owner, we speak with the CEO of Red River Foods about owning the supply chain, assess pathways to joining (or not joining) the family business, and look at research on how wealth might influence happiness.
  • ""
    March 29, 2023
    • Capital Partners
    Michael Conti, Neriah Ray-Saunders, 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.
  • Dan Phipps
    March 29, 2023
    • Capital Partners
    In the feature article of this issue of Owner to Owner, we speak with Dan Phipps, CEO of Red River Foods, about how the company has approached global expansion, what it takes to ensure the highest-quality products, and where he feels the most excitement in the food industry.
  • ""
    March 29, 2023
    • Capital Partners
    We sit down with Adriano Barilla of Barilla Pasta and Brandon Farmer of CSC Sugar for a look at the process of joining (or not joining) the family business through the lens of the next generation.
  • ""
    March 29, 2023
    • Capital Partners
    BBH Senior Wealth Planner Ross Bruch shares insights gleaned from research on how money – and in particular, wealth – might influence happiness.
  • ""
    March 09, 2023
    • Capital Partners
    Travis Dunn provides an overview of family business governance, including its definition and purpose, benefits, resource commitment, and steps to begin implementation.
  • ""
    March 07, 2023
    • Capital Partners
    BBH Managing Director Lewis Hart shares a three-pronged strategy for effectively managing your business’s liquidity during times of volatility and uncertainty.
  • Christina Pardy
    December 15, 2022
    • Capital Partners
    In our winter Next Gen Spotlight, Mackenzie Dowling sits down with Christina Pardy, founder and CEO of Sh*t That I Knit, to talk about turning your side hustle into a full-time job and giving back to others all at the same time.
  • Pioneering a family winery: a conversation with Vanessa Wong, Nick Peay, and Andy Peay of Peay Vineyards
    November 15, 2022
    • Capital Partners
    In this issue of Owner to Owner, we speak with the team behind Peay Vineyards, share a strategy for managing your business’s liquidity during times of uncertainty, and look at fostering resilience in the workplace.
  • ""
    November 15, 2022
    • Capital Partners
    Michael Conti, Neriah Ray-Saunders, and Christine Hourihan provide an overview of the economy, credit markets, and private equity and mergers and acquisitions markets.
  • Ariel view of winery
    November 15, 2022
    • Capital Partners
    In the feature article of this issue of Owner to Owner, we sit down with the team behind Peay Vineyards – Vanessa Wong, Nick Peay, and Andy Peay – to discuss what drove their interest in wine, how they approach winegrowing and winemaking, and how they differentiate themselves in a competitive industry.
  • ""
    November 15, 2022
    • Capital Partners
    BBH Senior Wealth Planner Ross Bruch explores the two ways businesses and other organizations can create a resilient staff: growing resilience within an organization’s existing workforce and hiring candidates that demonstrate resilient character traits.
  • ""
    November 01, 2022
    • Capital Partners
    Senior Wealth Planner Ross Bruch examines the role buy-sell agreements can play in helping family businesses plan for intrafamily succession.
  • Michael Russell Jr
    September 29, 2022
    • Capital Partners
    In our fall Next Gen Spotlight, Mackenzie Dowling sits down with Michael Russell Jr. to talk about growing up in a family business and forging your own path.
  • ""
    August 09, 2022
    • Capital Partners
    Senior Wealth Planner Kerri Mast discusses qualitative matters related to business succession, focusing on the importance of family values.
  • ""
    • Capital Partners
    Engaging and preparing the next generation in the succession planning process can be daunting. We share several components that can help the process run smoothly.
  • ""
    • Capital Partners
    Growth, liquidity and control are all interests core to private business owners, but they don’t always align. In the feature article of this issue, we speak with Rob Lachenauer, Managing Partner of BanyanGlobal, and Ben Persofsky, Executive Director of the BBH Center for Family Business, about the complications that arise around these strategic decisions when there are multiple owners with different priorities and how private business owners can best manage these competing interests.
  • Victoria Mars
    June 02, 2021
    • Capital Partners
    We sit down with Victoria Mars, former chairman and first corporate ombudsman of Mars, to discuss running a successful family business for 110 years, engaging family members after five generations and leveraging values and principles to maintain focus.
  • ""
    June 02, 2021
    • Capital Partners
    We examine the story of Madam C.J. Walker, America’s first female self-made millionaire and a Black woman, which offers some useful lessons for the intersection of business, personal values and philanthropy.
  • ""
    December 02, 2020
    • Capital Partners
    For the feature article of this issue, we brought together a group of CEOs in our ecosystem to discuss how they led their businesses throughout the year.
  • ""
    December 02, 2020
    • Capital Partners
    BBH Partner Kathryn George speaks with Dr. Kerry Sulkowicz about the emotional challenges that leaders face when their organization is in crisis.
  • ""
    December 02, 2020
    • Capital Partners
    Senior Wealth Planner Kerri Mast looks at considerations for private business owners with private foundations.
  • Tyler and Rebecca Morse and family
    January 23, 2020
    • Capital Partners
    In the feature article of this issue of Owner to Owner, we sit down with Tyler Morse, founder and CEO of MCR Hotels, and his wife and creative partner, Rebecca Morse, to discuss developing the TWA Hotel, scaling the business and working with your spouse.
  • ""
    January 23, 2020
    • Capital Partners
    Travis Dunn discusses creating governance structures in family businesses with first and second generation ownership and why even companies with relatively few shareholders can benefit from doing so.
  • Kerry Sulkowicz, M.D., Founder of the Boswell Group
    June 21, 2019
    • Capital Partners
    In the feature article of this issue of Owner to Owner, we sit down with Kerry Sulkowicz, M.D., the founder of the Boswell Group, to discuss the challenges leaders face, the complexities of leadership in private and family businesses and the common qualities he has seen in the best leaders.
  • Michael Preston
    June 21, 2019
    • Capital Partners
    We sit down with Michael Preston, an adjunct professor at Columbia Business School and the co-director of its Family Business Program, to hear insights and advice gleaned from teaching the next generation of family business owners for more than two decades.
  • ""
    June 21, 2019
    • Capital Partners
    Wealth Planner Nicole Jackson Leslie provides an overview of key estate plan personnel and criteria to keep in mind when filling these roles.
  • Ward and Nico Landrigan
    March 28, 2019
    • Capital Partners
    In the feature article of this issue of Owner to Owner, we sit down with Ward and Nico Landrigan, the father-son duo behind fine jewelry lines Verdura and Belperron, to discuss Ward’s acquisitions of the two brands, Nico’s decision to join the family business and their approach to handling communication.
  • Tim Belk, Molly Belk, and Katherine Belk
    November 28, 2018
    • Capital Partners
    In the feature article of this issue of Owner to Owner, we sit down with Tim Belk, former CEO of the Belk department store chain, to discuss what running a family business entails, the process of selling his family’s 127-year-old company and why organic farming is one of his post-Belk ventures.
  • ""
    May 23, 2017
    • Capital Partners
    Wealth Planner Anne Warren discusses a succession planning tool for family business owners, which is critical though often overlooked: buy-sell agreements.
  • Keith Campbell, Chairman of Mannington Mills
    May 23, 2017
    • Capital Partners
    In the feature interview of this issue of Owner to Owner, BBH sits down with Keith Campbell, chairman of family-owned business Mannington Mills. We discuss the company’s approach to succession planning, hiring non-family executives, the importance of having stated values and a mission and the benefits of a family council.
  • ""
    November 22, 2016
    • Capital Partners
    Senior Vice President Melineh Ounanian discusses how business owners who have established a trust can get their family to understand how beneficial a trust can be, setting forth some of their top benefits from the beneficiary’s perspective.
  • ""
    November 22, 2016
    • Capital Partners
    John Secor and Kyle Gordon examine attracting and retaining professional executives in a closely held business. They discuss both the “softer” areas of focus that lead to success in hiring and retaining executives, as well as short- and long-term compensation structures.
  • ""
    May 28, 2016
    • Capital Partners
    Wealth Planner Karin Prangley discusses the benefits of and process for private business owners attaining official certifications as Minority Business Enterprises (MBE) or Women Business Enterprises (WBE).
  • ""
    May 27, 2016
    • Capital Partners
    Head of Corporate Advisory John Secor discusses the importance of proper capital allocation for private company business owners and breaks down how to develop the framework for making such decisions.
  • ""
    December 02, 2015
    • Capital Partners
    Head of Corporate Advisory John Secor discusses the factors that can help business owners maximize value in a sale, emphasizing the importance of taking a long-term approach to building value in a business far in advance.

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