Commentary Special Assets - Digital

SPECIAL SERVICES

properties, as well as mineral assets, including oil and gas. It’s amazing the diversity we get.

Q. WHEN DO PEOPLE ASK TO ENGAGE YOUR SERVICES? A. This usually happens when an ongoing enterprise is in transition, whether that is prompted by a change in ownership, a death in the family, or some other major event that causes a disruption in normal operations. In the case of a closely held firm, for example, an appointed family member or trustee involved in a transition may be inexperienced in business operations and find themselves overwhelmed when held responsible for day-to-day business activities. They may not possess the industry knowledge to keep the business operating smoothly and we can help with that circumstance if called upon. It pays off for people to recognize where their strengths are and when it’s time to turn to a business advisor with broader expertise when appropriate. We’ve acquired a broad range of experience in many industries over the last several decades and this uniquely positions us to be of help during these business transitions.

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