BMC Associates help business partners and owners of family and non-family businesses deal with conflict and build collaboration.

The Partnership Charter
Mediation
Business Succession Plans
Collaborative Estate Planning
Other Services

The Partnership Charter
Start partnerships out on a solid foundation of comprehensive agreements.
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Mediation
Resolve conflicts among business owners and principals through facilitated negotiations.
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Business Succession Plans
Successfully transferring leadership in business and family to the next generation.
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Collaborative Estate Planning
Families planning together to preserve and build a legacy.
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Other Services
Enhance productivity, strengthen relationships and enhance teamwork.
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The Partnership charter

Millions of people co-own closely held companies, family businesses, and business partnerships, but establishing them and keeping them together is never easy. Here, finally, is the guide they have been waiting for.... Read More

Welcome to BMC Associates

BMC Associates helps business partners, owners of family businesses, and principals of other organizations deal with conflict and build collaboration. BMC’s interdisciplinary and non-adversarial approach helps strengthen working teams’ overall business and interpersonal performance.

BMC’s services include:

Mediation, a process that resolves conflicts through facilitated negotiations.
The Partnership Charter, an innovative, preventative tool for partners and partners-to-be who want a structured approach to negotiating the many issues that tend to cause difficulties and conflicts among partners.
Business Succession Plans, an integrated approach to transferring family business leadership and ownership.
Collaborative Estate Planning, a way for families to address the many sensitive issues involved in transferring assets such as vacation properties from one generation to the next.
Other Services that meet the planning and organizational development needs of clients are offered in conjunction with the services described above.

Recent News & Updates

Positive Wealth and Inheritance Strategies for ACTEC Fellows and Their Client Families

April 23, 2019

The American College of Trust and Estate Counsel (ACTEC)
Loews Philadelphia Hotel, Philadelphia, PA
To Be Presented on October 19, 2019

David Gage was asked to be one of four professionals on a distinguished panel, and the only one who is not a Fellow of ACTEC. The international organization is comprised of the most accomplished and experienced trust and estate lawyers and professors.

All is Fair in Love and War… But What About Family Business?

Tulane Family Business Forum
Tulane University, New Orleans , LA
To Be Presented on May 16, 2019

A feeling of fairness is a critical ingredient in family businesses. Without it, a sense of dissatisfaction grows and trust is compromised. David Gage has written about how challenging it can be to maintain a strong sense of fairness when mixing love, money, jobs and family members’ identities in one business.

Family Governance and Family Wealth

November 14, 2018

Exit Planning Institute Conference
Ritz Carlton – Tysons Corner, Virginia

It’s easy and common for financial and legal advisors to focus their efforts on “the business” to the detriment of the family behind it. Family businesses have special circumstances that public companies don’t face and managing the issues related to stewarding wealth through generations is complex. In this session Dr.

Healthy Business Partners & Partnerships

November 8, 2018

Executive Forums of Northern Virginia
The Tower Club, Tysons Corner, Virginia

Donna and David Gage addressed a gathering of CEOs and Co-owners interested in discovering the common (and not-so-common) traps partners fall into and the preventive steps they can take to minimize the likelihood of conflict. They stressed that most partner conflicts can be traced back to insufficient partner planning.