Jeff joined Lewis & Knopf in 2007. In his current role as principal, he assists clients
in a wide array of industries, but his main focus is construction businesses
and school districts.
Assurance
Consulting
Estate and
Trust Services
Small Business
Services
Tax
Assurance
Consulting
Estate and
Trust Services
Small Business
Services
Tax
Financial Sense Blog
Family Business Succession Tips
This article discusses the sad reality of how fewer than 1/3 of family businesses are successively handed down to the second generation. However, utilizing the tips outlined in this article such as starting your succession planning early, including family members in discussions, training, and sticking to the facts can all set your family business up…
Getting the Most From Selling Your Business
This article discusses how there are many factors at play when a business gets bought or sold. Specifically, topics such as reoccurring revenue, why someone sells, buyers’ interests, evaluation criteria, and the 4 P’s (People, Platform, Processes, and Product) are all outlined within this link. No matter where you are at in the mergers and…
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