Podcasts

In this episode with EisnerAmper host Michael Morris, EisnerAmper Tax Director Daniel Krauss highlights key tax strategies and planning opportunities for family offices and high-net-worth individuals.

An interview on the importance of understanding the true cost of a college education and what options should parents and children consider when evaluating college choices?

A discussion on taxes on a business sale. There are two certainties in life: death and taxes. And in this episode, we discuss some tax strategies to consider in the sale of a business.

In this episode of The Bottom Line, Tim Schuster is joined by Lisë Stewart and Alan Wink to discuss what a business owner should do after they sell their business.

In this podcast Natalie McVeigh, Managing Director in the Center for Individual and Organizational Performance, discusses Simple Assessments; DISC or MBTI, for example.

Tim Schuster is joined by Lisë Stewart and Alan Wink discussing the all-important aspect of selling a business: due diligence. Our experts weigh in on this process, which can be long and tedious for the seller.

Great! You decided to sell your business. Now what? On this episode of The Bottom Line, Tim Schuster is joined by Lisë Stewart and Alan Wink to discuss how to get ready to sell your company.

EQ is about 80% of our success in business. What is it? Why is it important? How do you measure it? We answer these questions and discuss how it relates to sustainable behavioral change.

If you and your sibling group are going to inherit assets (business, family office, vacation home) you will need to create a different set of skills and behavioral patterns that do not occur by being born into a family. We'll discuss roles, relations…

Some things to consider about teams and how assessments can be a tool to enhanced performance.

Matthew Kerzner and Natalie McVeigh talk through the system, some ways to navigate it changing as well as discuss some best practices for non-family members to be successful co-stewards.

Business owners have complexity in their lives in having to plan both for the success of their business as well as the success of their personal planning. The planning for the business and for the personal wealth are so inter-connected that they cann…

Dr. Matt Kerzner, Director with the Center for Individual and Organizational Performance, draws upon his 30+ years in the fields of strategy and HR to share best practices in these quickly changing times.

Lisë Stewart interviews Barry Ramsay on manufacturing operation and how this can help investors to make a wise decision.

Join Lisë Stewart, Natalie McVeigh and JoAnne Geylin as they discuss some techniques to engage your family in learning and developing philanthropy.

Join Tim Schuster, Matt Kerzner and Natalie McVeigh from our Center for Individual and Organizational Performance as they discuss the value of assessments to create positive change.

Join Tim Schuster, Matt Kerzner and Natalie McVeigh from our Center for Individual and Organizational Performance as they discuss the value of assessments to create positive change.

EisnerAmper discusses the importance of and to set up a strategic roadmap for a business.

In this brief podcast, Lisë Stewart and Natalie McVeigh share a few ideas to strengthen the business and lay the foundation for the next generation.

Join Tami Davidman and Lisë Stewart as they provide a brief overview of the oversight that a board can provide and how a board of directors can help management effectively manage risk.

Join Lisa Knee and Lisë Stewart as they provide a brief overview of the importance of planning ahead and the ways in which this video series is designed to help you, as a business owner, to be fully prepared for your own success!

Matt Kerzner and Tim Schuster discuss leadership and development in the process for succession planning.

In this podcast we discuss the four areas of focus when consulting on human resource matters.

This podcast addresses some of the questions that leaders have posed and provides a few key pointers and valuable resources to support your personal and professional development.

In this podcast we talk about what emotional intelligence is, why it's such an important skill and how we can improve it. 

In this podcast we tackle this tough subject with compassionate advice and practical activities that any business owner or company leader can undertake to protect the business.

In this episode, we discuss the use of assessments in helping to develop leaders within a family business. 

In this podcast, we discuss some of the most important steps to take to ensure that your new business can grow and thrive.

Natalie McVeigh talks about the mental impact of COVID-19.

Lisë Stewart discusses the impact of COVID-19 on the family business landscape.

Matt Kerzner and Tim Schuster discuss the third step in the process for succession planning, Growth and Values.

In this episode we discuss the second step in the process for succession planning, Governance.

In this episode we discuss the first step in the process for succession planning, the Transition/Exit Strategy.

Matt Kerzner and Tim Schuster discuss the six steps the Center for Family Business Excellence takes a client through regarding succession planning.

In this episode, we discuss why it is so important to an organization to maintain and protect human resources. Also, how the human resource diagnostic model and developing policies and procedures can assist in maintaining a healthy organization.

In this episode we have a high-level discussion regarding the Diagnostic Model and Developing Human Resources.

Matt Kerzner and Tim Schuster continue their Family Business conversation on the Diagnostic Model for Human Resource Management; specifically Rewarding Human Resources, rewarding and recognizing talent, and why it’s important.

In this episode, Matt Kerzner and Tim Schuster have a high-level discussion regarding attracting talent and using the Human Resources Diagnostic Model to positively impact your ability to attract great talent to your firm.

In this episode, Matt Kerzner and Tim Schuster have a discussion on the human resource process (acquiring, rewarding, developing and maintaining, as well as mitigating risk) and how you can implement an effective HR process at your business.

In this episode, Matt Kerzner and Tim Schuster discuss the Human Resource Management Diagnostic Model, including the External and Internal Environmental Influences and how this impacts the Strategic Roadmap.

In this episode of "Generations in Family Business: Past, Present and Future", Matt Kerzner and Tim Schuster discuss, high level, what the Human Resource Management Diagnostic Model is and how it can be implemented in your business.

In this episode of “Generations in Family Business: Past, Present and Future”, Matt Kerzner and Tim Schuster discuss the importance of having the right trusted advisor to help family owned business be successful.

In this episode of “Generations in Family Business: Past, Present and Future”, Matt Kerzner and Tim Schuster discuss the importance of Individual Actions on a business and how this important to the success of a company.

In this episode of “Generations in Family Business: Past, Present and Future”, Matt Kerzner and Tim Schuster discuss the importance of developing Initiatives and Projects of an organization and how this fits in with the Strategic Roadmap Process.

In this episode of “Generations in Family Business”, Matt Kerzner and Tim Schuster discuss the importance of developing an organizations Strategies and Measures using a Business Development, Operating Efficiency and People Development.

As NJ initiates paid sick leave, The Bottom Line examines the requirements for business owners, the five reasons for which employees can use sick leave, and what business owners should be doing now to ensure a smooth implementation.

In this episode of “Generations in Family Business”, Matt Kerzner, Nkrumah Pierre, and Tim Schuster discuss the importance of how family-owned organizations should prepare themselves for recruiting non-family members in to C-suite positions

In this episode of “Generations in Family Business: Past, Present and Future”, Matt Kerzner and Tim Schuster discuss the importance of developing Objectives and Goals and how this is part of the Strategic Roadmap Process.

To avoid trapping the next generation in a life of constant failure, ridicule, low self-esteem and frustration, Lisë Stewart offers some simple guidelines for parents to consider. A little planning can make the difference of a lifetime.

In this episode of “Generations in Family Business: Past, Present and Future”, Matt Kerzner and Tim Schuster discuss the importance of developing an organizations Vision and how this is part of the Strategic Roadmap Process.

In this episode of “Generations in Family Business: Past, Present and Future”, Matt Kerzner and Tim Schuster discuss the importance of developing and organizations core values and how this is part of the Strategic Roadmap Process.

In this episode of “Generations in Family Business: Past, Present and Future”, Matt Kerzner and Tim Schuster discuss the importance of mission statement and how this is part of the Strategic Roadmap Process.

In the inaugural podcast of “Generations in Family Business: Past, Present and Future”, Matt Kerzner and Tim Schuster discuss what the Center of Family Business Excellence is and the tools that we can use to help with the needs of a family business

Lisë Stewart and Matt Kerzner discuss the value and purpose of creating a family council – including the structure, process and potential pitfalls and how they can be an effective way to help family businesses come together and do great things.

Listen to a candid conversation with host Brett Dearing, a Certified Exit Planning Advisor, and experienced professional Matthew Kerzner, from EisnerAmper, on issues surrounding the sale of family owned businesses.