Small businesses employ 62 million Americans and generate nearly half of US GDP. But as boomers retire by the millions — and ...

Family business owners are increasingly choosing to pass leadership directly to grandchildren rather than to their own children. It’s a shift that reflects changing demographics, longer leadership ...

Among all the challenges and responsibilities facing owners of financial advisory firms, succession planning stands out as perhaps the biggest blind spot for the registered investment advisory ...

One mile from home, our world shattered. We survived the wreckage, but it made one thing clear: Stop pushing pause and ...

When I launched my financial planning firm, WealthChoice, nearly nine years ago, I wanted to serve clients the way I knew they deserved, build flexibility into my life and create a business that ...

In my many conversations with manufacturing industry leaders, succession planning consistently emerges as a critical challenge. When business owners start thinking about succession, it’s often because ...

Forest Dutton knows firsthand what can happen when an advisory firm lacks a finalized succession plan. Processing Content Today he owns Brightworks Financial Planning in Lexington, South Carolina, but ...

What is business succession planning, and why is this an important and essential component of forming any new entity or protecting an existing business interest? Business succession planning protects ...

Succession planning often lives in the “someday” category — until it suddenly becomes today. In this powerful session, Nicole Milone, Chief Wealth Officer at Solaris Strategic Wealth, shares her ...

If the U.S. pork industry is to remain competitive and keep communities and families thriving, we must be able to effectively plan for long-term survival.

What is succession planning for business owners? How does this affect the short and long-term interests of your company and its value? Why should you be concerned about succession planning if you own ...