Dollar

even more critical to have outside opinions and expertise that can see things from an unbiased perspective.

“In nearly all of my engagements, whether it’s family or nonfamily key people, I’ve got a resource who’s licensed in dispute resolution and mediation,” he said. “We will have confidential discussions with the next generation, both family members that are in the business and those that are not in the business, to help us triangulate how best to guide the owner or owners. We see that as not only important, but it is also essential.

“The other is making the unspoken spoken. I don’t want the patriarch or matriarch to be dead and gone and have any of the children or grandchildren say, ‘This is what Dad wanted or would have wanted.’ Hold on, we know exactly what he wanted because we memorialized it in the estate plan, and we talked about it in the semi-annual family meeting. So, once you get the plan designed and implemented, making the unspoken spoken is, in my opinion, the best opportunity to harmonize that business exit with the family dynamic.”

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