◀ The Principal Blog

Posts from the ‘Advisors’ category

Separation of ownership and work when succession planning



I recently read a book by Robert Galbraith. He writes about Comoran Strike, a private investigator.  Except he is a she.  Robert Galbraith is a pseudonym for J.K. Rowling of Harry Potter fame. So what does this have to do with business succession and Employee Stock Ownership Plans (ESOPs)? A…

Read more

The conversation brokers should have with their clients



Just as no two people are the same, no two business owners are exactly the same. And, that pertains to many things, including how they’re feeling about the economy. Some are confident, while others are more guarded.

Read more

Recent