What is business succession planning, and why is this an important and essential component of forming any new entity or ...

The ‘Silver Tsunami’ will see 2.3–3million U.S. baby boomer-owned SMBs change hands over the next decade as retirements ...

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 ...

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 ...

Busy running a medium-sized milling operation as a family-owned business, Lynn Stieglitz hadn’t given much thought to succession planning. But after attending a regional dairy producers meeting in ...

When it comes to succession planning, don’t wait until it’s too late to start. That’s the main takeaway from Christopher Flis’ presentation on succession plans at the annual Restaurant Finance & ...

As 2025 comes to a close, most advisory firm owners, including myself, are once again carving out time to reflect on the past year. We review client service models, evaluate staffing needs, revisit ...

For a profession that prides itself on crunching numbers, analyzing data and creating complex financial strategies, financial advisors often fall far short when it comes to planning for their own ...