Field Notes
Articles on strategic planning, succession, and operational decisions for owner-managed companies.
When to write down what only the owner knows
Owner dependency becomes a planning problem long before succession — here is how to identify the threshold.
Read article →
Three succession conversations family firms postpone
Timing, fairness, and readiness — the discussions that stall planning and how to structure them.
Read article →
Capacity planning without a corporate finance team
Owner-managed manufacturers can assess growth limits using management accounts they already have.
Read article →