To explore how this can be done and why succession planning should be an integral part of advisory services, Cafemutual asked leading MFDs and RIAs to share their perspectives. Here’s what they had to ...

Black businesses should make succession planning a priority alongside boosting revenue and adding customers. Helping to ensure business longevity and preparing for a smooth leadership transition are ...

When most people think about retirement planning, they’re focused on their personal retirement – but as a business owner, you’ll need to think about retiring from your business in addition to your own ...

A farm’s succession plan is complex. And with ever-changing laws and family dynamics, it can be hard to make sure everything gets taken care of in the process. Kansas attorney Jim Angell recently ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. You’ve put the proverbial blood, sweat and tears into ...

A mom and dad in a small west Texas town had built a nice bookkeeping business for themselves. Their two sons had developed their own careers, one in consulting and the other in technology. As the ...

Troutman Pepper's Labor + Employment Practice Group provides comprehensive thought leadership through various channels. We regularly issue advisories that offer timely insights into the evolving ...

If you’re a financial advisor in or heading toward your 50s, you should be thinking about building a succession plan that will allow you to transition your practice to another advisor so you can enjoy ...

Navigating economic instability is challenging for small businesses, but with proper succession planning, businesses can transition effectively and even thrive. Here are three key strategies to ensure ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. In Atlanta, where founder-led enterprises and growing ...

A half dozen years ago, planner Joe Ottaviano began thinking about the succession plan at Knoxville, Tennessee-based APC Financial Planning. The second-generation owner of the registered investment ...