Articles and updates

This is part of a three-part series on Succession — covering family, boards, and CEOs — and while each part stands on its own, they’re best read in order. The founder who came back — and the CEO who paid for it This example is a start-up company with an owner board. A majority of […]

Part two: Board This is part of a three-part series on succession — covering family, boards, and CEOs — and while each part stands on its own, they’re best read in order. Read Part One here. The seats around the table decide the story Over the years, I’ve sat around a lot of board tables […]

This three-part series on succession will be a little wider-ranging than usual, because it covers three kinds of succession issues that I have lived through from different seats over the last three years: as a director, a business owner, and a family advisor. Part one is about family – the hardest boardroom of all, because […]

Foreword by Lisa Garrud: I’ve watched Bruce navigate enough negotiations to know what frustrates him most — and it’s rarely the outright lie. It’s the omission. The party who isn’t technically dishonest, but who quietly leaves something off the table, hoping it won’t surface. It always does. And by the time it does, you can […]

Disclaimer: This article is written by Bruce Sheppard in a personal capacity. It does not constitute financial advice, and he is not a licensed financial adviser. Please seek independent financial advice before making any investment decisions. Global markets are rattled. Trump’s trade policies have introduced a level of uncertainty not seen in years, and for […]