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Jacqueline Thompson
  • Bethesda, MD
  • United States
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Jacqueline Thompson's Page

Profile Information

Industry
Finance
Occupation relative to family business
Family Business Advisor
Area of Expertise
Finance
With what family business organizations are you affiliated (e.g., FFI, FBN, IFERA, FERC, CAFE, IFB)?
FFI - Certified Family Business Advisor
Please share a little about yourself and your business.
I’ve advised family businesses for over 15 years, working with them to find helpful financial solutions for growth. My focus is to provide value-added advice that helps family businesses operate more efficiently and effectively. I partner with family-owned entities for succession planning, outsourced accounting, financial forecasting, and audit and assurance services, and I am committed to providing exceptional client service and proactive communications.

Jacqueline Thompson's Blog

The Two Sides of Succession Planning

Succession is a make-or-break circumstance for a family business.  A leadership transition can be fraught with emotion and complicated by difficult family relationships.  In order to defy statistics and last beyond only one or two generations of family ownership, family businesses must be prepared for this important transition and invest in the structures, systems, and resources to maintain profitability and ensure longevity.  



A successful family business leadership…

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Posted on February 2, 2014 at 1:30pm

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