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The Business WithinThe Business Within

A new study titled Don't Lock Me Out: Life Story Interviews of Family Business Owners Facing Succession, by Alexandra Solomon, et. al,1 analyzes life-story interviews obtained from 10 family business owners regarding their experiences with the goal of understanding the complexities of business succession. Succession planning for family business owners has two primary components: business and human.

David Thayne Leibell, Senior Wealth Strategist

August 1, 2011

5 Min Read
The Business Within

David Thayne Leibell, partner in the Stamford, Conn. and New York City offices of Wiggin and Dana

A new study titled “Don't Lock Me Out: Life Story Interviews of Family Business Owners Facing Succession,” by Alexandra Solomon, et. al,1 analyzes life-story interviews obtained from 10 family business owners regarding their experiences with the goal of understanding the complexities of business succession.

Succession planning for family business owners has two primary components: business and human. Business components relating to successful family business succession include having a proper business strategy, effective management succession and a tailored estate plan, including a buy-sell agreement. These business factors occur within the do...

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About the Author

David Thayne Leibell

Senior Wealth Strategist, UBS

David Thayne Leibell is Senior Wealth Strategist at UBS, a global firm with 150-year heritage. David has given several hundred lectures and webinars to lawyer and nonlawyer audiences throughout the United States and has authored over one hundred articles on charitable, estate and tax planning. He also has been quoted in numerous publications, including The New York Times, Business Week, Investment News, and Bloomberg Wealth Manager and has appeared on CNBC's "Closing Bell with Maria Bartiromo."