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The decision to sell or continue ownership of a family business is complex. Business owning families who recognize early the importance of both the financial and non-financial considerations of a potential sale are more likely to make good transition decisions.

The white paper, “Sudden Wealth: Managing the Transition,” provides helpful guideposts for handling new wealth, regardless of the circumstances – whether the wealth represents a recent windfall (the immigrant experience) or having control of a large amount of money for the first time (the inheritor’s experience). The paper highlights common examples of steps to take and to avoid, the typical reactions and emotions experienced by the suddenly wealthy, and a recommended timeframe for making decisions that focus on important personal priorities.

Thinking about selling your business? Conventional wisdom in the investment banking community says you’d better do it soon — that the market will soften sooner rather than later. Corporate Finance experts have a different view — that businesses have 24–30 months to finalize any deals.

It’s a small business world – and getting smaller every day, which opens up new pathways to global expansion. Indeed, mid-sized companies are more and more frequently finding that international trade is a critical component for growth. Launching a foreign presence invites a heavy dose of risk. Forethought, planning, and an understanding of the local environment can help improve the odds substantially. Business owners should consider three crucial elements as they look for international opportunities:

The Global Family Business Survey is the seventh survey by PwC from interviews conducted with key decision makes in family businesses in 40 countries.

Boards can assist with some of the particularly challenging issues family companies face. There are several different factors that should be considered as a board is created or renewed. While each family company’s situation is unique and every scenario cannot be addressed, the goal is to provide a framework of how corporate governance practices apply to family companies.

This Family Business Corporate Governance Series "What is a Board's Role in a Family Business?" explains how to build an effective board for your family company, and how boards can assist with some of the particularly challenging issues family companies face.

Some believe you must sacrifice family relationships for success in a family business. But in fact, focus on the family doesn’t drain business success — it enhances it.

The author provides a paper on medical office investing which begins by sizing the Medical Office Building (MOB) investment universe and contrasting it with the commercial office sector. Supply and demand fundamentals are explored in the context of emerging trends in the delivery of U.S. healthcare.

This guide to selling your business provides a high level overview of the business sale process including pre-transaction planning, wealth planning and investment management.