Category Archives: Succession Planning

Opening a new Location? Follow These Three Steps First- Christine’s Family Wealth Secrets

Happy Friday: We held a fun, informative wine tasting event last night at Barsetti Winery in Galt, to educate on estate planning and asset protection. As a business owner, these are important concerns as well, along with  business succession and … Continue reading

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Do You Have a Business Succession Plan In Place?.. The Christine Chronicles

Happy Friday: I am excited to visit Daniel in Tempe this weekend with Dave. Daniel has a quarter break so we plan to go tubing down the Salt River (a real experience I understand) and watch ASU kick some Bruins … Continue reading

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Your Family Business Legacy Matters Enough to Do These Three Things… The Christine Chronicles

Hello from San Antonio. Cameron and I flew out on Wednesday for a bit of mom & son one-on-one time.  He’s just turned 17 and before you know it, he too will be out of the house and moving ahead … Continue reading

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The Benefits of a Business Succession Plan… The Christine Chronicles

Happy Friday to you: We are looking forward to a holiday weekend over the 4th. We are looking for a last minute rental in Lake Tahoe so we can go kayaking, paddle boarding or tubing with friends. It is also … Continue reading

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Family Business Options When Dealing with Divorce… The Christine Chronicles

Hi: Wishing you a very happy Fathers day. We are doing something different this for Fathers Day. We will be rafting on Sunday, getting out in the hopefully warm weather and getting active, instead of going to dinner. Divorce is … Continue reading

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Starting a New Business? Consider These Legal Tips and Tricks for Rapid Success!.. The Christine Chronicles

Hi: Today is a milestone in our family. We are headed to Phoenix/Tempe to deliver Daniel to ASU. I said goodbye to Serena today who is spending the day with Daniel. Serena is like my 3rd kid. She’s been a … Continue reading

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Wealthy Parents Fear Inheritances Will Do More Harm Than Good… Christine’s Family Wealth Secrets

Hello- I had a busy day in court this morning. Heading to Serene Lakes with family and friends for what I believe is our fourth annual trip to the lake house. This year we are staying in a different house … Continue reading

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What Will Happen to Your Family Business When You Die?… The Christine Chronicles

Hello: We are quickly moving toward the school year ending. Daniel is chomping at the bit to graduate. As he said this morning at breakfast, “I am so over high school.” I know Cameron is anxious too, ready to finish … Continue reading

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How to Divorce-Proof Your Business… The Christine Chronicles

Happy Friday: Its been a great week in NorCal weather. It’s beautiful today and thrilled to have had the little rain we received. The hailstorm was something too. Hoping for spring-like weather for cycling this weekend with the family. We … Continue reading

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Preparing Your Company for an Eventual (and Profitable) Sale… The Christine Chronicles

Aloha from beautiful Maui. Not much beats a bit of relaxation following the hectic holidays. I’m fortunate to be enjoying some down time with my family, using sun, sand and balmy breezes (along with the occasional Pina Colada) to rejuvenate … Continue reading

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