Succession planning is one of the most sensitive strategic issues for heritage brands. We speak to experts about how to ...

Discover a powerful three-bucket framework that safeguards your business legacy, provides financial security, and creates clear pathways for your life after exit—essential reading for business owners ...

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 ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. In business, few topics carry as much weight — yet ...

Picture this: You're the founder of a successful company. Your business vision has become reality, your team is unified and precise, your brand identity is strong and your customers are loyal. But now ...

Two industry veterans have launched an RIA succession platform designed to provide all the services that an advisor needs to sell their business without an intermediary and maximize its value, ...

“Most advisors today work for the house; with UWP they own the house. This will be the next trend in succession and, for those advisors willing to put a plan in place, the results will be multiples ...

Employee ownership trusts (EOTs) and other alternative business structures (ABS) are playing an increasingly important role ...

If you're waiting for the perfect time to start succession planning for your insurance agency, here's your wake-up call: The perfect time is now. Stop procrastinating on securing your legacy and ...

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 ...

As baby boomers creep closer to retirement age, many family-owned companies face a unique challenge. Who will lead the family business when the owner retires? Boomers own an estimated 7 million U.S.