Azur Associates
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Azur.I: Azur Intelligence

 

At Azur Associates, one of our key goals is to provide our clients with the up-to-date, insightful information and analyses they need to make the best decisions for their business.  We have two seasoned team members dedicated solely to this task.  While, of course, we can’t release full studies that are confidential to our clients, we enjoy sharing some highlights as well as perspectives on more public situations in the industry.  This is Azur.I: Azur Intelligence.

 
 
 
 

How Do Generational Companies Think About Succession Planning?

How do generational companies think about succession planning? What are some of the steps when considering to remain private into future generations vs. selling? Chris Indelicato of Delicato Family Wine did an excellent job leading this discussion at the recent Wine Industry Financial Symposium. For those that didn't attend, we have recapped the points that Chris outlined.

Patrick DeLong