Resources









Foresight Advisors has compiled an extensive archive of resources that you might find helpful when it comes to working through many of the difficult decisions involved in owning and operating a family run business. Below is a brief outline of some of the helpful resources and what they entail.

Newsletter Archive

An archive of all our e-mail newsletters.

News Articles

A large collection of articles providing unique perspectives that pertain to family businesses and the trials and tribulations they’ve faced in their trade.

Important resources that deal with developing strategies for the future and how to deal with such things as dealing with the loss of an owner and buy/sell agreements.

Succession Planning

Articles based on what you need to know about creating a succession plan and how to implement one into your current family business.

Retirement Planning

Looking ahead to a long and healthy retirement? Look here for helpful resources on how to make a smooth transition from a successful career into a well-deserved retirement.

Wealth/Estate Planning

Delve into useful knowledge on developing a wealth plan in this section. Business Planning Find out why a business plan is essential to success and the steps to getting one started.

Strategic Planning

Setting goals for your business is vital in advancing your company and improving financial success. Get top-notch advice on how to plan you business vision here.

Organizational Development

When running a business it’s important to express your ideas clearly effectively. Learn more about the importance of communicating and how to run your business smoothly and efficiently.

Family Participation Plans

Adding the family element to your business can be a very rewarding experience but it also presents a bevy of new and different challenges to overcome. Read about how to plan ahead and overcome some of these challenges.

Family Governance

Running a family business is quite a task when it comes to separating business issues from family issues. Find out more about how to balance these issues in this section.

Roles/Responsibilities

It is imperative to define roles and responsibilities in any company and it’s no different when it comes family businesses. Get advice here on working with your family on how to define roles and responsibilities within your family business.

Advisory Boards

Heading up a family business is no easy task. Having an effective outside advisory board can make this daunting challenge much easier on you and your family. Look here for resources on advisory boards and how the can help you.

Contingency/Continuity Plans