In this episode of Organizational Sherlocks, we sit down with Lowell Mora, the founder of Impact CEO, a fractional firm that assists family-owned businesses. Drawing on his 35 years of experience as an accountant and CFO, Lowell provides valuable insights into the unique challenges and opportunities within family businesses, particularly in the areas of transition and exit planning. With a deep understanding of both the financial and personal dynamics at play, Lowell shares his perspectives on succession planning, generational dynamics, and the importance of aligning personal and business goals for long-term success. Tune in for a compelling discussion on the complexities of navigating family business operations and finances.

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