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A Toast to Family Business

We recently attended this event, hosted by Veale Wasborough Vizards, in Bristol. 

The event was held to launch a book by Nick Smith called...

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Future trends in family business succession

The challenges facing family businesses when it comes to succession are wide and varied, some are timeless but others are exclusive to...

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It's your future, take care of it

You may be looking to take control of your financial future and feel that financial planning would help, however, there may be several...

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Focus on what you can control

There is a great venn diagram that Carl Richards (a.k.a. @BehaviorGap) has drawn that has a circle entitled 'Things that matter' and the...

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Eat that frog!

Procrastination can be a real issue when we are looking at making big decisions. 

It is often easier to put these things off than it is to...

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When should you start your retirement planning?

Most people leave truly planning for their retirement until it is too late. We don't just mean setting aside enough money to enjoy your...

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Financial Independence and Succession Planning

We work with family businesses to help them to achieve financial independence. 

We define this as the point at which you are no longer...

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Governance as a tool for growth

We are often told that family businesses neglect their governance. There may be a number of reasons for this. 

It can feel like an...

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Innovate and prosper

A recurring theme when speaking to family business owners is that there is often difficulty in recruiting staff with the right skills for...

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It won't happen to me!

Who would run your business if you were unable to do so through illness or injury? 

This is an area we often see overlooked by business...

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