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Is Your Family Business on the Path to Growth?

March 15, 2024
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For many years, Bethany didn’t ask a lot of questions about her family business, a successful third-generation technology company.* Bethany had pursued a career as an educator outside of the family business, but she was proud of how the business had grown rapidly and profitably under her uncle’s leadership. She trusted him to make the right decisions for both the business and the family. Historically, the business had created a lot of value on paper for the owners but had distributed relatively small dividends.

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