For many small to mid-sized business owners, their company is more than just a business — it's a legacy built over years of ...

Succession planning encompasses a broad spectrum of activities, from identifying potential successors to transferring control of day-to-day operations and aligning the transition with the strategic ...

Planning for the future, particularly as a business owner, requires more than a simple will. Our panelist of professionals explore the fundamentals of estate planning, from choosing between wills and ...

As Americans enter the "Great Wealth Transfer," with an estimated $84 trillion or more expected to pass to younger generations over the next two decades, family business owners face critical decisions ...

For successful business owners, managing wealth extends far beyond balance sheets — it requires carefully orchestrating growth, balancing business and personal financial priorities, and thoughtfully c ...

Succession planning: Are you there yet? That point in time when, after nurturing your clients and your agency for years, you’re considering other options? Possibly retirement? Relocation? Or a new ...

Engagement platform Risr Inc. launched a “Succession & Exit Planning” tool designed to help with adviser transitions of business ownership. Customers can create plans based on their exit goals, ideal ...

Many families have stories about what goes wrong when transition planning is ignored. Lance Woodbury (pictured at top) specializes in legacy planning, land transitions and succession for more than 25 ...

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 ...

Without a clear succession plan, CEO exits can stall strategic initiatives, and this lack of preparedness is often felt throughout every layer of the organization, according to a Nov. 1 article from ...

Robert Moran tells fire chiefs that it's their responsibility to begin thinking about who will succeed them early in their tenure. To “leave the department in a better place than when I arrived,” fire ...