Fred Whitaker

E-Mail: fwhitaker@cwlawyers.com

Succession Planning in Turbulent Times—Operating Companies Need an Operator

Wednesday, April 4th, 2012

Fred M. Whitaker, Senior Partner at Cummins & White, LLP.  If you have questions related to this article, please contact Fred Whitaker at (949) 852-1800 or fwhitaker@cwlawyers.com. Last month we discussed the traits that mark a successful operator like yourself and identifying them in your potential successor. Integrity is the number one trait that any [...]

Read More

Succession Planning in Turbulent Times—Operating Companies Need an Operator

Wednesday, February 15th, 2012

Last month we discussed that “Operating Businesses Need an Operator.”  Operating businesses—whether you want to sell your business to a third party, your employees, or give it to your heirs—need an operator to have longevity and value you can harvest.  If you are the only one who can run it, it won’t last very long [...]

Read More

Succession Planning in Turbulent Times—Operating Companies Need an Operator

Thursday, January 19th, 2012

If you have a lawyer, a CPA, or a financial planner, you have probably been inundated in the last few months with urgent calls, e-mails, newsletters and the like imploring that you take action. The five million dollar per person ($10mm husband & wife) lifetime exemption is set to expire at the end of this [...]

Read More